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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 | $241,774 | $209,422+15.4% | $178,503+35.4% | $158,982+52.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.68% | 188.81%-180.1pp | 151.12%-142.4pp | 302.99%-294.3pp |
| Employer contribution / active EE | $1,499 | $5,707-73.7% | $5,011-70.1% | $4,763-68.5% |
| Participant deferral / active EE | $10,534 | $5,955+76.9% | $5,202+102.5% | $5,983+76.0% |
| Admin fee / account holder | $776 | $17,079-95.5% | $13,987-94.5% | $11,252-93.1% |