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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 | $203,107 | $175,231+15.9% | $149,696+35.7% | $139,466+45.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.13% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $6,721 | $5,478+22.7% | $4,821+39.4% | $4,754+41.4% |
| Participant deferral / active EE | $5,497 | $6,521-15.7% | $5,682-3.3% | $6,712-18.1% |
| Admin fee / account holder | $17,647 | $16,155+9.2% | $13,212+33.6% | $11,409+54.7% |