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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 | $223,496 | $217,432+2.8% | $185,849+20.3% | $167,536+33.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.32% | 148.42%-132.1pp | 122.10%-105.8pp | 478.82%-462.5pp |
| Employer contribution / active EE | $13,994 | $5,875+138.2% | $5,169+170.8% | $4,839+189.2% |
| Participant deferral / active EE | $19,627 | $6,357+208.7% | $5,569+252.4% | $6,342+209.5% |
| Admin fee / account holder | $14,627 | $19,818-26.2% | $16,244-10.0% | $12,315+18.8% |