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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 | $187,082 | $144,130+29.8% | $117,861+58.7% | $147,586+26.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.92% | 531.20%-514.3pp | 335.11%-318.2pp | 578.59%-561.7pp |
| Employer contribution / active EE | $6,501 | $4,897+32.8% | $3,786+71.7% | $4,876+33.3% |
| Participant deferral / active EE | $3,088 | $5,316-41.9% | $4,482-31.1% | $5,439-43.2% |
| Admin fee / account holder | $7,655 | $10,887-29.7% | $8,021-4.6% | $10,886-29.7% |