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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 | $216,795 | $209,422+3.5% | $178,503+21.5% | $158,982+36.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.23% | 188.81%-178.6pp | 151.12%-140.9pp | 302.99%-292.8pp |
| Employer contribution / active EE | $6,667 | $5,707+16.8% | $5,011+33.0% | $4,763+40.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,340 | $17,079-86.3% | $13,987-83.3% | $11,252-79.2% |