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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 | $239,588 | $175,259+36.7% | $149,723+60.0% | $139,487+71.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 166.82%-152.2pp | 134.50%-119.9pp | 373.84%-359.2pp |
| Employer contribution / active EE | $10,047 | $5,478+83.4% | $4,821+108.4% | $4,755+111.3% |
| Participant deferral / active EE | $6,971 | $6,522+6.9% | $5,682+22.7% | $6,713+3.9% |
| Admin fee / account holder | $2,812 | $16,158-82.6% | $13,215-78.7% | $11,407-75.3% |