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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 | $182,601 | $175,231+4.2% | $149,696+22.0% | $139,466+30.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.07% | 166.77%-150.7pp | 134.46%-118.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $9,040 | $5,478+65.0% | $4,821+87.5% | $4,754+90.2% |
| Participant deferral / active EE | $13,255 | $6,521+103.2% | $5,682+133.3% | $6,712+97.5% |
| Admin fee / account holder | $653 | $16,155-96.0% | $13,212-95.1% | $11,409-94.3% |