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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 | $244,254 | $202,463+20.6% | $169,397+44.2% | $139,487+75.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.62% | 532.64%-519.0pp | 406.23%-392.6pp | 373.84%-360.2pp |
| Employer contribution / active EE | $10,576 | $4,694+125.3% | $4,013+163.5% | $4,755+122.4% |
| Participant deferral / active EE | $4,836 | $6,941-30.3% | $6,223-22.3% | $6,713-28.0% |
| Admin fee / account holder | $3,236 | $10,726-69.8% | $9,017-64.1% | $11,407-71.6% |