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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 | $217,503 | $175,212+24.1% | $149,682+45.3% | $139,427+56.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.76% | 166.63%-153.9pp | 134.35%-121.6pp | 373.27%-360.5pp |
| Employer contribution / active EE | $3,750 | $5,475-31.5% | $4,818-22.2% | $4,752-21.1% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,940 | $16,150-88.0% | $13,210-85.3% | $11,404-83.0% |