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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 | $189,464 | $175,259+8.1% | $149,723+26.5% | $139,487+35.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.43% | 166.82%-146.4pp | 134.50%-114.1pp | 373.84%-353.4pp |
| Employer contribution / active EE | $7,651 | $5,478+39.7% | $4,821+58.7% | $4,755+60.9% |
| Participant deferral / active EE | $11,064 | $6,522+69.6% | $5,682+94.7% | $6,713+64.8% |
| Admin fee / account holder | $2,438 | $16,158-84.9% | $13,215-81.6% | $11,407-78.6% |