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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 | $248,869 | $209,428+18.8% | $178,498+39.4% | $158,950+56.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.92% | 188.78%-166.9pp | 151.09%-129.2pp | 302.91%-281.0pp |
| Employer contribution / active EE | $8,186 | $5,707+43.4% | $5,011+63.4% | $4,762+71.9% |
| Participant deferral / active EE | $3,106 | $5,955-47.8% | $5,202-40.3% | $5,983-48.1% |
| Admin fee / account holder | $15,173 | $17,077-11.2% | $13,985+8.5% | $11,248+34.9% |