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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 | $203,998 | $175,259+16.4% | $149,723+36.2% | $139,487+46.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.82% | 166.82%-148.0pp | 134.50%-115.7pp | 373.84%-355.0pp |
| Employer contribution / active EE | $8,635 | $5,478+57.6% | $4,821+79.1% | $4,755+81.6% |
| Participant deferral / active EE | $19,286 | $6,522+195.7% | $5,682+239.4% | $6,713+187.3% |
| Admin fee / account holder | $745 | $16,158-95.4% | $13,215-94.4% | $11,407-93.5% |