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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 | $174,988 | $176,077-0.6% | $159,455+9.7% | $167,518+4.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.56% | 331.83%-316.3pp | 263.63%-248.1pp | 478.71%-463.2pp |
| Employer contribution / active EE | $8,297 | $5,298+56.6% | $4,830+71.8% | $4,838+71.5% |
| Participant deferral / active EE | $7,626 | $7,751-1.6% | $7,353+3.7% | $6,342+20.2% |
| Admin fee / account holder | $14,472 | $12,556+15.3% | $10,800+34.0% | $12,312+17.5% |