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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 | $247,971 | $175,231+41.5% | $149,696+65.6% | $139,466+77.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.66% | 166.77%-151.1pp | 134.46%-118.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $9,488 | $5,478+73.2% | $4,821+96.8% | $4,754+99.6% |
| Participant deferral / active EE | $6,831 | $6,521+4.8% | $5,682+20.2% | $6,712+1.8% |
| Admin fee / account holder | $10,169 | $16,155-37.1% | $13,212-23.0% | $11,409-10.9% |