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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 | $211,201 | $209,425+0.8% | $178,499+18.3% | $158,966+32.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.33% | 188.80%-179.5pp | 151.10%-141.8pp | 302.95%-293.6pp |
| Employer contribution / active EE | $15,561 | $5,707+172.6% | $5,011+210.5% | $4,762+226.7% |
| Participant deferral / active EE | $19,239 | $5,955+223.1% | $5,202+269.8% | $5,983+221.6% |
| Admin fee / account holder | $16,247 | $17,078-4.9% | $13,986+16.2% | $11,250+44.4% |