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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 | $196,292 | $175,259+12.0% | $149,723+31.1% | $139,487+40.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.53% | 166.82%-149.3pp | 134.50%-117.0pp | 373.84%-356.3pp |
| Employer contribution / active EE | $6,725 | $5,478+22.8% | $4,821+39.5% | $4,755+41.4% |
| Participant deferral / active EE | $17,439 | $6,522+167.4% | $5,682+206.9% | $6,713+159.8% |
| Admin fee / account holder | $1,183 | $16,158-92.7% | $13,215-91.0% | $11,407-89.6% |