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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 | $208,356 | $209,422-0.5% | $178,503+16.7% | $158,982+31.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.99% | 188.81%-161.8pp | 151.12%-124.1pp | 302.99%-276.0pp |
| Employer contribution / active EE | $7,709 | $5,707+35.1% | $5,011+53.8% | $4,763+61.9% |
| Participant deferral / active EE | $6,913 | $5,955+16.1% | $5,202+32.9% | $5,983+15.5% |
| Admin fee / account holder | $1,655 | $17,079-90.3% | $13,987-88.2% | $11,252-85.3% |