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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 | $225,901 | $175,231+28.9% | $149,696+50.9% | $139,466+62.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.58% | 166.77%-155.2pp | 134.46%-122.9pp | 373.66%-362.1pp |
| Employer contribution / active EE | $9,733 | $5,478+77.7% | $4,821+101.9% | $4,754+104.7% |
| Participant deferral / active EE | $13,560 | $6,521+107.9% | $5,682+138.6% | $6,712+102.0% |
| Admin fee / account holder | $89,590 | $16,155+454.6% | $13,212+578.1% | $11,409+685.3% |