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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 | $201,635 | $198,457+1.6% | $170,435+18.3% | $147,586+36.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.59% | 257.30%-242.7pp | 205.94%-191.4pp | 578.59%-564.0pp |
| Employer contribution / active EE | $8,094 | $6,183+30.9% | $5,432+49.0% | $4,876+66.0% |
| Participant deferral / active EE | $8,512 | $5,629+51.2% | $4,939+72.3% | $5,439+56.5% |
| Admin fee / account holder | $32,574 | $16,852+93.3% | $13,881+134.7% | $10,886+199.2% |