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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 | $188,672 | $144,130+30.9% | $117,861+60.1% | $147,586+27.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.48% | 531.20%-510.7pp | 335.11%-314.6pp | 578.59%-558.1pp |
| Employer contribution / active EE | $4,072 | $4,897-16.9% | $3,786+7.5% | $4,876-16.5% |
| Participant deferral / active EE | $11,471 | $5,316+115.8% | $4,482+155.9% | $5,439+110.9% |
| Admin fee / account holder | $2,070 | $10,887-81.0% | $8,021-74.2% | $10,886-81.0% |