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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 | $239,624 | $144,130+66.3% | $117,860+103.3% | $147,585+62.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.17% | 531.20%-512.0pp | 335.10%-315.9pp | 578.58%-559.4pp |
| Employer contribution / active EE | $3,496 | $4,897-28.6% | $3,786-7.7% | $4,876-28.3% |
| Participant deferral / active EE | $7,971 | $5,316+49.9% | $4,482+77.9% | $5,439+46.6% |
| Admin fee / account holder | $13,521 | $10,887+24.2% | $8,021+68.6% | $10,886+24.2% |