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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 | $219,261 | $209,422+4.7% | $178,503+22.8% | $158,982+37.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.94% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $3,290 | $5,707-42.3% | $5,011-34.3% | $4,763-30.9% |
| Participant deferral / active EE | $7,710 | $5,955+29.5% | $5,202+48.2% | $5,983+28.9% |
| Admin fee / account holder | $2,340 | $17,079-86.3% | $13,987-83.3% | $11,252-79.2% |