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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 | $204,429 | $175,259+16.6% | $149,723+36.5% | $139,487+46.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.38% | 166.82%-154.4pp | 134.50%-122.1pp | 373.84%-361.5pp |
| Employer contribution / active EE | $18,846 | $5,478+244.0% | $4,821+290.9% | $4,755+296.4% |
| Participant deferral / active EE | $14,256 | $6,522+118.6% | $5,682+150.9% | $6,713+112.4% |
| Admin fee / account holder | $1,089 | $16,158-93.3% | $13,215-91.8% | $11,407-90.5% |