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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 | $207,481 | $175,259+18.4% | $149,723+38.6% | $139,487+48.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.89% | 166.82%-155.9pp | 134.50%-123.6pp | 373.84%-363.0pp |
| Employer contribution / active EE | $13,411 | $5,478+144.8% | $4,821+178.2% | $4,755+182.1% |
| Participant deferral / active EE | $12,374 | $6,522+89.7% | $5,682+117.8% | $6,713+84.3% |
| Admin fee / account holder | $1,226 | $16,158-92.4% | $13,215-90.7% | $11,407-89.3% |