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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 | $211,416 | $175,259+20.6% | $149,723+41.2% | $139,487+51.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.61% | 166.82%-150.2pp | 134.50%-117.9pp | 373.84%-357.2pp |
| Employer contribution / active EE | $13,776 | $5,478+151.5% | $4,821+185.7% | $4,755+189.7% |
| Participant deferral / active EE | $8,842 | $6,522+35.6% | $5,682+55.6% | $6,713+31.7% |
| Admin fee / account holder | $37,387 | $16,158+131.4% | $13,215+182.9% | $11,407+227.7% |