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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 | $211,944 | $175,259+20.9% | $149,723+41.6% | $139,487+51.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.23% | 166.82%-154.6pp | 134.50%-122.3pp | 373.84%-361.6pp |
| Employer contribution / active EE | $6,750 | $5,478+23.2% | $4,821+40.0% | $4,755+42.0% |
| Participant deferral / active EE | $3,278 | $6,522-49.7% | $5,682-42.3% | $6,713-51.2% |
| Admin fee / account holder | $454 | $16,158-97.2% | $13,215-96.6% | $11,407-96.0% |