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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 | $207,185 | $160,040+29.5% | $147,096+40.8% | $145,877+42.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 98.49%-87.2pp | 419.75%-408.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $9,884 | $5,289+86.9% | $4,936+100.2% | $4,663+112.0% |
| Participant deferral / active EE | $13,136 | $8,429+55.8% | $8,071+62.8% | $6,691+96.3% |
| Admin fee / account holder | $22,585 | $15,050+50.1% | $13,005+73.7% | $13,402+68.5% |