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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 | $240,721 | $209,422+14.9% | $178,503+34.9% | $158,982+51.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.90% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $6,380 | $5,707+11.8% | $5,011+27.3% | $4,763+33.9% |
| Participant deferral / active EE | $7,957 | $5,955+33.6% | $5,202+52.9% | $5,983+33.0% |
| Admin fee / account holder | $1,448 | $17,079-91.5% | $13,987-89.6% | $11,252-87.1% |