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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 | $238,134 | $202,463+17.6% | $169,397+40.6% | $139,487+70.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.74% | 532.64%-518.9pp | 406.23%-392.5pp | 373.84%-360.1pp |
| Employer contribution / active EE | $8,605 | $4,694+83.3% | $4,013+114.4% | $4,755+81.0% |
| Participant deferral / active EE | $20,509 | $6,941+195.5% | $6,223+229.6% | $6,713+205.5% |
| Admin fee / account holder | $17,559 | $10,726+63.7% | $9,017+94.7% | $11,407+53.9% |