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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 | $203,507 | $175,231+16.1% | $149,696+35.9% | $139,466+45.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.06% | 166.77%-154.7pp | 134.46%-122.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $20,714 | $5,478+278.1% | $4,821+329.7% | $4,754+335.7% |
| Participant deferral / active EE | $2,720 | $6,521-58.3% | $5,682-52.1% | $6,712-59.5% |
| Admin fee / account holder | $93,878 | $16,155+481.1% | $13,212+610.6% | $11,409+722.9% |