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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 | $140,456 | $175,257-19.9% | $149,717-6.2% | $139,456+0.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.34% | 166.70%-152.4pp | 134.41%-120.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $11,408 | $5,477+108.3% | $4,820+136.7% | $4,753+140.0% |
| Participant deferral / active EE | $8,787 | $6,521+34.7% | $5,682+54.6% | $6,711+30.9% |
| Admin fee / account holder | $25,355 | $16,156+56.9% | $13,213+91.9% | $11,407+122.3% |