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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 | $233,952 | $209,422+11.7% | $178,503+31.1% | $158,982+47.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.29% | 188.81%-175.5pp | 151.12%-137.8pp | 302.99%-289.7pp |
| Employer contribution / active EE | $10,980 | $5,707+92.4% | $5,011+119.1% | $4,763+130.5% |
| Participant deferral / active EE | $13,160 | $5,955+121.0% | $5,202+153.0% | $5,983+119.9% |
| Admin fee / account holder | $21,709 | $17,079+27.1% | $13,987+55.2% | $11,252+92.9% |