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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 | $212,157 | $183,988+15.3% | $162,177+30.8% | $152,897+38.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.47% | 150.79%-125.3pp | 115.60%-90.1pp | 345.43%-320.0pp |
| Employer contribution / active EE | $3,308 | $6,370-48.1% | $5,613-41.1% | $4,764-30.6% |
| Participant deferral / active EE | $15,825 | $8,032+97.0% | $7,297+116.9% | $5,851+170.5% |
| Admin fee / account holder | $3,271 | $13,123-75.1% | $10,843-69.8% | $11,599-71.8% |