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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 | $213,636 | $175,257+21.9% | $149,717+42.7% | $139,456+53.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.03% | 166.70%-154.7pp | 134.41%-122.4pp | 373.45%-361.4pp |
| Employer contribution / active EE | $10,501 | $5,477+91.7% | $4,820+117.9% | $4,753+120.9% |
| Participant deferral / active EE | $7,332 | $6,521+12.4% | $5,682+29.0% | $6,711+9.2% |
| Admin fee / account holder | $29,317 | $16,156+81.5% | $13,213+121.9% | $11,407+157.0% |