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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 | $238,263 | $209,428+13.8% | $178,498+33.5% | $158,950+49.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.81% | 188.78%-175.0pp | 151.09%-137.3pp | 302.91%-289.1pp |
| Employer contribution / active EE | $13,913 | $5,707+143.8% | $5,011+177.7% | $4,762+192.2% |
| Participant deferral / active EE | $10,670 | $5,955+79.2% | $5,202+105.1% | $5,983+78.3% |
| Admin fee / account holder | $2,074 | $17,077-87.9% | $13,985-85.2% | $11,248-81.6% |