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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 | $225,824 | $175,231+28.9% | $149,696+50.9% | $139,466+61.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.82% | 166.77%-151.0pp | 134.46%-118.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $14,289 | $5,478+160.8% | $4,821+196.4% | $4,754+200.6% |
| Participant deferral / active EE | $9,386 | $6,521+43.9% | $5,682+65.2% | $6,712+39.8% |
| Admin fee / account holder | $35,810 | $16,155+121.7% | $13,212+171.0% | $11,409+213.9% |