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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 | $164,675 | $134,817+22.1% | $123,973+32.8% | $155,188+6.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.94% | 515.49%-500.5pp | 388.13%-373.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $13,871 | $4,425+213.5% | $4,126+236.2% | $4,248+226.5% |
| Participant deferral / active EE | $9,218 | $5,706+61.5% | $5,247+75.7% | $6,531+41.1% |
| Admin fee / account holder | $13,544 | $13,245+2.3% | $11,799+14.8% | $14,480-6.5% |