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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 | $208,377 | $175,259+18.9% | $149,723+39.2% | $139,487+49.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.40% | 166.82%-150.4pp | 134.50%-118.1pp | 373.84%-357.4pp |
| Employer contribution / active EE | $9,570 | $5,478+74.7% | $4,821+98.5% | $4,755+101.3% |
| Participant deferral / active EE | $10,933 | $6,522+67.6% | $5,682+92.4% | $6,713+62.9% |
| Admin fee / account holder | $1,049 | $16,158-93.5% | $13,215-92.1% | $11,407-90.8% |