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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 | $188,058 | $175,257+7.3% | $149,717+25.6% | $139,456+34.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.91% | 166.70%-147.8pp | 134.41%-115.5pp | 373.45%-354.5pp |
| Employer contribution / active EE | $6,903 | $5,477+26.0% | $4,820+43.2% | $4,753+45.2% |
| Participant deferral / active EE | $16,123 | $6,521+147.3% | $5,682+183.8% | $6,711+140.2% |
| Admin fee / account holder | $16,165 | $16,156+0.1% | $13,213+22.3% | $11,407+41.7% |