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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 | $172,294 | $175,231-1.7% | $149,696+15.1% | $139,466+23.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.04% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $10,442 | $5,478+90.6% | $4,821+116.6% | $4,754+119.6% |
| Participant deferral / active EE | $5,857 | $6,521-10.2% | $5,682+3.1% | $6,712-12.7% |
| Admin fee / account holder | $1,864 | $16,155-88.5% | $13,212-85.9% | $11,409-83.7% |