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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 | $225,583 | $209,422+7.7% | $178,503+26.4% | $158,982+41.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.28% | 188.81%-179.5pp | 151.12%-141.8pp | 302.99%-293.7pp |
| Employer contribution / active EE | $12,981 | $5,707+127.5% | $5,011+159.1% | $4,763+172.6% |
| Participant deferral / active EE | $11,665 | $5,955+95.9% | $5,202+124.2% | $5,983+94.9% |
| Admin fee / account holder | $898 | $17,079-94.7% | $13,987-93.6% | $11,252-92.0% |