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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 | $194,774 | $144,130+35.1% | $117,861+65.3% | $147,586+32.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.68% | 531.20%-521.5pp | 335.11%-325.4pp | 578.59%-568.9pp |
| Employer contribution / active EE | $24,840 | $4,897+407.3% | $3,786+556.0% | $4,876+409.4% |
| Participant deferral / active EE | $11,365 | $5,316+113.8% | $4,482+153.6% | $5,439+109.0% |
| Admin fee / account holder | $4,636 | $10,887-57.4% | $8,021-42.2% | $10,886-57.4% |