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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 | $180,772 | $175,259+3.1% | $149,723+20.7% | $139,487+29.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.97% | 166.82%-150.9pp | 134.50%-118.5pp | 373.84%-357.9pp |
| Employer contribution / active EE | $11,938 | $5,478+117.9% | $4,821+147.6% | $4,755+151.1% |
| Participant deferral / active EE | $10,985 | $6,522+68.4% | $5,682+93.3% | $6,713+63.6% |
| Admin fee / account holder | $6,806 | $16,158-57.9% | $13,215-48.5% | $11,407-40.3% |