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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 | $206,127 | $175,231+17.6% | $149,696+37.7% | $139,466+47.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.14% | 166.77%-142.6pp | 134.46%-110.3pp | 373.66%-349.5pp |
| Employer contribution / active EE | $11,228 | $5,478+105.0% | $4,821+132.9% | $4,754+136.2% |
| Participant deferral / active EE | $8,694 | $6,521+33.3% | $5,682+53.0% | $6,712+29.5% |
| Admin fee / account holder | $917 | $16,155-94.3% | $13,212-93.1% | $11,409-92.0% |