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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 | $181,240 | $144,130+25.7% | $117,861+53.8% | $147,586+22.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.31% | 531.20%-515.9pp | 335.11%-319.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $4,911 | $4,897+0.3% | $3,786+29.7% | $4,876+0.7% |
| Participant deferral / active EE | $16,597 | $5,316+212.2% | $4,482+270.3% | $5,439+205.2% |
| Admin fee / account holder | $8,486 | $10,887-22.1% | $8,021+5.8% | $10,886-22.0% |