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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 | $201,164 | $175,259+14.8% | $149,723+34.4% | $139,487+44.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.11% | 166.82%-146.7pp | 134.50%-114.4pp | 373.84%-353.7pp |
| Employer contribution / active EE | $8,770 | $5,478+60.1% | $4,821+81.9% | $4,755+84.4% |
| Participant deferral / active EE | $8,896 | $6,522+36.4% | $5,682+56.6% | $6,713+32.5% |
| Admin fee / account holder | $1,548 | $16,158-90.4% | $13,215-88.3% | $11,407-86.4% |