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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 | $236,275 | $175,231+34.8% | $149,696+57.8% | $139,466+69.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.01% | 166.77%-147.8pp | 134.46%-115.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $8,308 | $5,478+51.7% | $4,821+72.3% | $4,754+74.8% |
| Participant deferral / active EE | $8,553 | $6,521+31.2% | $5,682+50.5% | $6,712+27.4% |
| Admin fee / account holder | $9,219 | $16,155-42.9% | $13,212-30.2% | $11,409-19.2% |