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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 | $224,489 | $175,259+28.1% | $149,723+49.9% | $139,487+60.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.71% | 166.82%-133.1pp | 134.50%-100.8pp | 373.84%-340.1pp |
| Employer contribution / active EE | $3,183 | $5,478-41.9% | $4,821-34.0% | $4,755-33.1% |
| Participant deferral / active EE | $15,297 | $6,522+134.6% | $5,682+169.2% | $6,713+127.9% |
| Admin fee / account holder | $671 | $16,158-95.8% | $13,215-94.9% | $11,407-94.1% |