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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 | $183,766 | $175,257+4.9% | $149,717+22.7% | $139,456+31.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.66% | 166.70%-146.0pp | 134.41%-113.8pp | 373.45%-352.8pp |
| Employer contribution / active EE | $6,418 | $5,477+17.2% | $4,820+33.2% | $4,753+35.0% |
| Participant deferral / active EE | $8,416 | $6,521+29.1% | $5,682+48.1% | $6,711+25.4% |
| Admin fee / account holder | $422 | $16,156-97.4% | $13,213-96.8% | $11,407-96.3% |