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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 | $228,881 | $209,422+9.3% | $178,503+28.2% | $158,982+44.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.43% | 188.81%-168.4pp | 151.12%-130.7pp | 302.99%-282.6pp |
| Employer contribution / active EE | $10,474 | $5,707+83.5% | $5,011+109.0% | $4,763+119.9% |
| Participant deferral / active EE | $5,211 | $5,955-12.5% | $5,202+0.2% | $5,983-12.9% |
| Admin fee / account holder | $4,501 | $17,079-73.6% | $13,987-67.8% | $11,252-60.0% |