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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 | $248,327 | $209,425+18.6% | $178,499+39.1% | $158,966+56.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.56% | 188.80%-173.2pp | 151.10%-135.5pp | 302.95%-287.4pp |
| Employer contribution / active EE | $11,981 | $5,707+109.9% | $5,011+139.1% | $4,762+151.6% |
| Participant deferral / active EE | $5,438 | $5,955-8.7% | $5,202+4.5% | $5,983-9.1% |
| Admin fee / account holder | $473 | $17,078-97.2% | $13,986-96.6% | $11,250-95.8% |