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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 | $206,677 | $129,737+59.3% | $119,126+73.5% | $154,746+33.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 83.65% | 379.08%-295.4pp | 282.11%-198.5pp | 172.34%-88.7pp |
| Employer contribution / active EE | $6,899 | $4,375+57.7% | $4,034+71.0% | $4,379+57.5% |
| Participant deferral / active EE | $15,071 | $5,842+158.0% | $5,318+183.4% | $6,730+123.9% |
| Admin fee / account holder | $1,332 | $11,961-88.9% | $10,693-87.5% | $14,365-90.7% |