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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 | $230,850 | $176,077+31.1% | $159,455+44.8% | $167,518+37.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.25% | 331.83%-319.6pp | 263.63%-251.4pp | 478.71%-466.5pp |
| Employer contribution / active EE | $3,723 | $5,298-29.7% | $4,830-22.9% | $4,838-23.1% |
| Participant deferral / active EE | $11,363 | $7,751+46.6% | $7,353+54.5% | $6,342+79.2% |
| Admin fee / account holder | $359 | $12,556-97.1% | $10,800-96.7% | $12,312-97.1% |