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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 | $199,115 | $175,231+13.6% | $149,696+33.0% | $139,466+42.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.97% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $30,219 | $5,478+451.6% | $4,821+526.9% | $4,754+535.7% |
| Participant deferral / active EE | $20,738 | $6,521+218.0% | $5,682+265.0% | $6,712+209.0% |
| Admin fee / account holder | $54,239 | $16,155+235.7% | $13,212+310.5% | $11,409+375.4% |