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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 | $232,310 | $175,259+32.6% | $149,723+55.2% | $139,487+66.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.14% | 166.82%-150.7pp | 134.50%-118.4pp | 373.84%-357.7pp |
| Employer contribution / active EE | $21,454 | $5,478+291.6% | $4,821+345.0% | $4,755+351.2% |
| Participant deferral / active EE | $15,271 | $6,522+134.2% | $5,682+168.7% | $6,713+127.5% |
| Admin fee / account holder | $14,603 | $16,158-9.6% | $13,215+10.5% | $11,407+28.0% |