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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 | $200,828 | $175,259+14.6% | $149,723+34.1% | $139,487+44.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.18% | 166.82%-149.6pp | 134.50%-117.3pp | 373.84%-356.7pp |
| Employer contribution / active EE | $8,543 | $5,478+55.9% | $4,821+77.2% | $4,755+79.7% |
| Participant deferral / active EE | $3,461 | $6,522-46.9% | $5,682-39.1% | $6,713-48.4% |
| Admin fee / account holder | $9,017 | $16,158-44.2% | $13,215-31.8% | $11,407-21.0% |