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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 | $185,346 | $175,231+5.8% | $149,696+23.8% | $139,466+32.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.74% | 166.77%-155.0pp | 134.46%-122.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $13,627 | $5,478+148.8% | $4,821+182.7% | $4,754+186.6% |
| Participant deferral / active EE | $9,337 | $6,521+43.2% | $5,682+64.3% | $6,712+39.1% |
| Admin fee / account holder | $25,394 | $16,155+57.2% | $13,212+92.2% | $11,409+122.6% |