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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,782 | $144,130+29.6% | $117,860+58.5% | $147,585+26.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.64% | 531.20%-517.6pp | 335.10%-321.5pp | 578.58%-564.9pp |
| Employer contribution / active EE | $4,730 | $4,897-3.4% | $3,786+24.9% | $4,876-3.0% |
| Participant deferral / active EE | $8,710 | $5,316+63.8% | $4,482+94.3% | $5,439+60.1% |
| Admin fee / account holder | $12,617 | $10,887+15.9% | $8,021+57.3% | $10,886+15.9% |