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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 | $212,185 | $209,422+1.3% | $178,503+18.9% | $158,982+33.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 9.09% | 188.81%-179.7pp | 151.12%-142.0pp | 302.99%-293.9pp |
| Employer contribution / active EE | $11,886 | $5,707+108.3% | $5,011+137.2% | $4,763+149.6% |
| Participant deferral / active EE | $4,866 | $5,955-18.3% | $5,202-6.5% | $5,983-18.7% |
| Admin fee / account holder | $754 | $17,079-95.6% | $13,987-94.6% | $11,252-93.3% |