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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 | $210,455 | $209,425+0.5% | $178,499+17.9% | $158,966+32.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.54% | 188.80%-174.3pp | 151.10%-136.6pp | 302.95%-288.4pp |
| Employer contribution / active EE | $12,634 | $5,707+121.4% | $5,011+152.1% | $4,762+165.3% |
| Participant deferral / active EE | $9,508 | $5,955+59.7% | $5,202+82.8% | $5,983+58.9% |
| Admin fee / account holder | $2,232 | $17,078-86.9% | $13,986-84.0% | $11,250-80.2% |