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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 | $214,499 | $175,257+22.4% | $149,717+43.3% | $139,456+53.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.32% | 166.70%-155.4pp | 134.41%-123.1pp | 373.45%-362.1pp |
| Employer contribution / active EE | $24,532 | $5,477+347.9% | $4,820+409.0% | $4,753+416.2% |
| Participant deferral / active EE | $13,500 | $6,521+107.0% | $5,682+137.6% | $6,711+101.2% |
| Admin fee / account holder | $935 | $16,156-94.2% | $13,213-92.9% | $11,407-91.8% |