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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 | $185,676 | $107,363+72.9% | $92,909+99.8% | $152,897+21.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.15% | 145.63%-125.5pp | 109.44%-89.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $5,241 | $4,222+24.1% | $3,653+43.5% | $4,764+10.0% |
| Participant deferral / active EE | $8,313 | $4,848+71.5% | $4,238+96.2% | $5,851+42.1% |
| Admin fee / account holder | $15,818 | $7,082+123.4% | $5,795+173.0% | $11,599+36.4% |