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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 | $236,307 | $175,231+34.9% | $149,696+57.9% | $139,466+69.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.03% | 166.77%-145.7pp | 134.46%-113.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $5,064 | $5,478-7.6% | $4,821+5.0% | $4,754+6.5% |
| Participant deferral / active EE | $5,650 | $6,521-13.4% | $5,682-0.6% | $6,712-15.8% |
| Admin fee / account holder | $856 | $16,155-94.7% | $13,212-93.5% | $11,409-92.5% |