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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 | $209,950 | $209,428+0.2% | $178,498+17.6% | $158,950+32.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.34% | 188.78%-173.4pp | 151.09%-135.8pp | 302.91%-287.6pp |
| Employer contribution / active EE | $18,079 | $5,707+216.8% | $5,011+260.8% | $4,762+279.7% |
| Participant deferral / active EE | $10,913 | $5,955+83.3% | $5,202+109.8% | $5,983+82.4% |
| Admin fee / account holder | $1,613 | $17,077-90.6% | $13,985-88.5% | $11,248-85.7% |