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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 | $222,524 | $175,259+27.0% | $149,723+48.6% | $139,487+59.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.26% | 166.82%-153.6pp | 134.50%-121.2pp | 373.84%-360.6pp |
| Employer contribution / active EE | $14,737 | $5,478+169.0% | $4,821+205.7% | $4,755+210.0% |
| Participant deferral / active EE | $6,000 | $6,522-8.0% | $5,682+5.6% | $6,713-10.6% |
| Admin fee / account holder | $7,323 | $16,158-54.7% | $13,215-44.6% | $11,407-35.8% |