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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 | $207,297 | $175,259+18.3% | $149,723+38.5% | $139,487+48.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.42% | 166.82%-155.4pp | 134.50%-123.1pp | 373.84%-362.4pp |
| Employer contribution / active EE | $9,870 | $5,478+80.2% | $4,821+104.7% | $4,755+107.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,655 | $16,158-52.6% | $13,215-42.1% | $11,407-32.9% |