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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 | $189,368 | $175,257+8.1% | $149,717+26.5% | $139,456+35.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.90% | 166.70%-155.8pp | 134.41%-123.5pp | 373.45%-362.5pp |
| Employer contribution / active EE | $10,260 | $5,477+87.3% | $4,820+112.9% | $4,753+115.9% |
| Participant deferral / active EE | $6,790 | $6,521+4.1% | $5,682+19.5% | $6,711+1.2% |
| Admin fee / account holder | $3,006 | $16,156-81.4% | $13,213-77.3% | $11,407-73.7% |