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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 | $222,969 | $175,259+27.2% | $149,723+48.9% | $139,487+59.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.54% | 166.82%-148.3pp | 134.50%-116.0pp | 373.84%-355.3pp |
| Employer contribution / active EE | $5,963 | $5,478+8.9% | $4,821+23.7% | $4,755+25.4% |
| Participant deferral / active EE | $7,556 | $6,522+15.9% | $5,682+33.0% | $6,713+12.6% |
| Admin fee / account holder | $453 | $16,158-97.2% | $13,215-96.6% | $11,407-96.0% |