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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 | $205,647 | $175,231+17.4% | $149,696+37.4% | $139,466+47.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.81% | 166.77%-148.0pp | 134.46%-115.6pp | 373.66%-354.9pp |
| Employer contribution / active EE | $6,759 | $5,478+23.4% | $4,821+40.2% | $4,754+42.2% |
| Participant deferral / active EE | $7,588 | $6,521+16.4% | $5,682+33.6% | $6,712+13.1% |
| Admin fee / account holder | $2,432 | $16,155-84.9% | $13,212-81.6% | $11,409-78.7% |