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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 | $223,956 | $209,422+6.9% | $178,503+25.5% | $158,982+40.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.45% | 188.81%-158.4pp | 151.12%-120.7pp | 302.99%-272.5pp |
| Employer contribution / active EE | $21,765 | $5,707+281.4% | $5,011+334.3% | $4,763+357.0% |
| Participant deferral / active EE | $7,658 | $5,955+28.6% | $5,202+47.2% | $5,983+28.0% |
| Admin fee / account holder | $1,738 | $17,079-89.8% | $13,987-87.6% | $11,252-84.6% |