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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 | $229,016 | $209,422+9.4% | $178,503+28.3% | $158,982+44.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.89% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $5,995 | $5,707+5.0% | $5,011+19.6% | $4,763+25.9% |
| Participant deferral / active EE | $8,699 | $5,955+46.1% | $5,202+67.2% | $5,983+45.4% |
| Admin fee / account holder | $6,961 | $17,079-59.2% | $13,987-50.2% | $11,252-38.1% |