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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 | $185,563 | $175,259+5.9% | $149,723+23.9% | $139,487+33.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.71% | 166.82%-144.1pp | 134.50%-111.8pp | 373.84%-351.1pp |
| Employer contribution / active EE | $29,659 | $5,478+441.4% | $4,821+515.2% | $4,755+523.8% |
| Participant deferral / active EE | $10,309 | $6,522+58.1% | $5,682+81.4% | $6,713+53.6% |
| Admin fee / account holder | $25,512 | $16,158+57.9% | $13,215+93.1% | $11,407+123.6% |