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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 | $226,027 | $176,077+28.4% | $159,455+41.8% | $167,518+34.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.41% | 331.83%-308.4pp | 263.63%-240.2pp | 478.71%-455.3pp |
| Employer contribution / active EE | $4,434 | $5,298-16.3% | $4,830-8.2% | $4,838-8.4% |
| Participant deferral / active EE | $11,696 | $7,751+50.9% | $7,353+59.1% | $6,342+84.4% |
| Admin fee / account holder | $9,006 | $12,556-28.3% | $10,800-16.6% | $12,312-26.9% |