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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 | $213,971 | $209,425+2.2% | $178,499+19.9% | $158,966+34.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.20% | 188.80%-171.6pp | 151.10%-133.9pp | 302.95%-285.8pp |
| Employer contribution / active EE | $4,050 | $5,707-29.0% | $5,011-19.2% | $4,762-15.0% |
| Participant deferral / active EE | $11,947 | $5,955+100.6% | $5,202+129.7% | $5,983+99.7% |
| Admin fee / account holder | $2,307 | $17,078-86.5% | $13,986-83.5% | $11,250-79.5% |