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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 | $189,974 | $175,231+8.4% | $149,696+26.9% | $139,466+36.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.93% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $8,774 | $5,478+60.2% | $4,821+82.0% | $4,754+84.6% |
| Participant deferral / active EE | $6,944 | $6,521+6.5% | $5,682+22.2% | $6,712+3.5% |
| Admin fee / account holder | $1,818 | $16,155-88.7% | $13,212-86.2% | $11,409-84.1% |