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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 | $184,656 | $144,130+28.1% | $117,861+56.7% | $147,586+25.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.96% | 531.20%-518.2pp | 335.11%-322.1pp | 578.59%-565.6pp |
| Employer contribution / active EE | $6,162 | $4,897+25.8% | $3,786+62.8% | $4,876+26.4% |
| Participant deferral / active EE | $3,951 | $5,316-25.7% | $4,482-11.8% | $5,439-27.4% |
| Admin fee / account holder | $7,734 | $10,887-29.0% | $8,021-3.6% | $10,886-29.0% |