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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 | $209,720 | $175,212+19.7% | $149,682+40.1% | $139,427+50.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.88% | 166.63%-154.8pp | 134.35%-122.5pp | 373.27%-361.4pp |
| Employer contribution / active EE | $26,445 | $5,475+383.0% | $4,818+448.8% | $4,752+456.5% |
| Participant deferral / active EE | $21,719 | $6,520+233.1% | $5,681+282.3% | $6,711+223.6% |
| Admin fee / account holder | $73,604 | $16,150+355.7% | $13,210+457.2% | $11,404+545.4% |