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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 | $220,937 | $217,432+1.6% | $185,849+18.9% | $167,536+31.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.35% | 148.42%-135.1pp | 122.10%-108.7pp | 478.82%-465.5pp |
| Employer contribution / active EE | $8,234 | $5,875+40.2% | $5,169+59.3% | $4,839+70.2% |
| Participant deferral / active EE | $9,771 | $6,357+53.7% | $5,569+75.5% | $6,342+54.1% |
| Admin fee / account holder | $120,989 | $19,818+510.5% | $16,244+644.8% | $12,315+882.5% |