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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 | $220,811 | $209,422+5.4% | $178,503+23.7% | $158,982+38.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.86% | 188.81%-172.9pp | 151.12%-135.3pp | 302.99%-287.1pp |
| Employer contribution / active EE | $17,792 | $5,707+211.8% | $5,011+255.0% | $4,763+273.6% |
| Participant deferral / active EE | $12,193 | $5,955+104.8% | $5,202+134.4% | $5,983+103.8% |
| Admin fee / account holder | $4,006 | $17,079-76.5% | $13,987-71.4% | $11,252-64.4% |