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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 | $213,317 | $175,231+21.7% | $149,696+42.5% | $139,466+53.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.52% | 166.77%-153.2pp | 134.46%-120.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $24,423 | $5,478+345.8% | $4,821+406.6% | $4,754+413.8% |
| Participant deferral / active EE | $20,000 | $6,521+206.7% | $5,682+252.0% | $6,712+198.0% |
| Admin fee / account holder | $20,432 | $16,155+26.5% | $13,212+54.6% | $11,409+79.1% |