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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 | $241,944 | $175,257+38.1% | $149,717+61.6% | $139,456+73.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.72% | 166.70%-151.0pp | 134.41%-118.7pp | 373.45%-357.7pp |
| Employer contribution / active EE | $7,324 | $5,477+33.7% | $4,820+52.0% | $4,753+54.1% |
| Participant deferral / active EE | $7,277 | $6,521+11.6% | $5,682+28.1% | $6,711+8.4% |
| Admin fee / account holder | $1,046 | $16,156-93.5% | $13,213-92.1% | $11,407-90.8% |