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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 | $234,751 | $209,422+12.1% | $178,503+31.5% | $158,982+47.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.17% | 188.81%-173.6pp | 151.12%-135.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $7,780 | $5,707+36.3% | $5,011+55.3% | $4,763+63.4% |
| Participant deferral / active EE | $8,583 | $5,955+44.1% | $5,202+65.0% | $5,983+43.5% |
| Admin fee / account holder | $16,063 | $17,079-6.0% | $13,987+14.8% | $11,252+42.8% |