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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 | $174,448 | $144,130+21.0% | $117,861+48.0% | $147,586+18.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.44% | 531.20%-516.8pp | 335.11%-320.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $6,512 | $4,897+33.0% | $3,786+72.0% | $4,876+33.5% |
| Participant deferral / active EE | $10,375 | $5,316+95.2% | $4,482+131.5% | $5,439+90.8% |
| Admin fee / account holder | $374 | $10,887-96.6% | $8,021-95.3% | $10,886-96.6% |