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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 | $188,483 | $125,184+50.6% | $105,607+78.5% | $145,884+29.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.43% | 225.00%-204.6pp | 116.11%-95.7pp | 551.85%-531.4pp |
| Employer contribution / active EE | $5,215 | $3,720+40.2% | $3,167+64.7% | $4,662+11.9% |
| Participant deferral / active EE | $12,486 | $5,714+118.5% | $5,011+149.2% | $6,690+86.6% |
| Admin fee / account holder | $3,515 | $17,133-79.5% | $10,958-67.9% | $13,392-73.8% |