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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 | $184,885 | $149,040+24.1% | $120,225+53.8% | $137,256+34.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.48% | 605.68%-589.2pp | 439.23%-422.8pp | 220.34%-203.9pp |
| Employer contribution / active EE | $6,178 | $4,350+42.0% | $3,475+77.8% | $4,156+48.7% |
| Participant deferral / active EE | $10,305 | $4,655+121.4% | $3,999+157.7% | $6,407+60.8% |
| Admin fee / account holder | $29,480 | $6,348+364.4% | $5,696+417.5% | $12,270+140.3% |