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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 | $207,934 | $198,457+4.8% | $170,435+22.0% | $147,586+40.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.64% | 257.30%-242.7pp | 205.94%-191.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $17,063 | $6,183+176.0% | $5,432+214.1% | $4,876+249.9% |
| Participant deferral / active EE | $5,562 | $5,629-1.2% | $4,939+12.6% | $5,439+2.3% |
| Admin fee / account holder | $813 | $16,852-95.2% | $13,881-94.1% | $10,886-92.5% |