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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 | $190,673 | $175,259+8.8% | $149,723+27.4% | $139,487+36.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.96% | 166.82%-144.9pp | 134.50%-112.5pp | 373.84%-351.9pp |
| Employer contribution / active EE | $3,412 | $5,478-37.7% | $4,821-29.2% | $4,755-28.2% |
| Participant deferral / active EE | $8,768 | $6,522+34.4% | $5,682+54.3% | $6,713+30.6% |
| Admin fee / account holder | $1,059 | $16,158-93.4% | $13,215-92.0% | $11,407-90.7% |