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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 | $238,624 | $226,105+5.5% | $182,540+30.7% | $152,897+56.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.52% | 192.58%-178.1pp | 148.58%-134.1pp | 345.43%-330.9pp |
| Employer contribution / active EE | $7,117 | $4,978+43.0% | $4,076+74.6% | $4,764+49.4% |
| Participant deferral / active EE | $6,524 | $6,370+2.4% | $5,525+18.1% | $5,851+11.5% |
| Admin fee / account holder | $11,756 | $10,706+9.8% | $8,593+36.8% | $11,599+1.3% |