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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 | $218,735 | $209,422+4.4% | $178,503+22.5% | $158,982+37.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.41% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $11,410 | $5,707+99.9% | $5,011+127.7% | $4,763+139.6% |
| Participant deferral / active EE | $5,845 | $5,955-1.8% | $5,202+12.4% | $5,983-2.3% |
| Admin fee / account holder | $1,765 | $17,079-89.7% | $13,987-87.4% | $11,252-84.3% |