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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 | $182,963 | $144,130+26.9% | $117,861+55.2% | $147,586+24.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.17% | 531.20%-518.0pp | 335.11%-321.9pp | 578.59%-565.4pp |
| Employer contribution / active EE | $5,445 | $4,897+11.2% | $3,786+43.8% | $4,876+11.7% |
| Participant deferral / active EE | $12,107 | $5,316+127.7% | $4,482+170.1% | $5,439+122.6% |
| Admin fee / account holder | $80,210 | $10,887+636.8% | $8,021+900.0% | $10,886+636.8% |