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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 | $206,253 | $209,425-1.5% | $178,499+15.5% | $158,966+29.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.44% | 188.80%-173.4pp | 151.10%-135.7pp | 302.95%-287.5pp |
| Employer contribution / active EE | $14,582 | $5,707+155.5% | $5,011+191.0% | $4,762+206.2% |
| Participant deferral / active EE | $6,862 | $5,955+15.2% | $5,202+31.9% | $5,983+14.7% |
| Admin fee / account holder | $599 | $17,078-96.5% | $13,986-95.7% | $11,250-94.7% |