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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 | $220,776 | $198,461+11.2% | $170,436+29.5% | $147,585+49.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.64% | 257.30%-247.7pp | 205.94%-196.3pp | 578.57%-568.9pp |
| Employer contribution / active EE | $7,500 | $6,184+21.3% | $5,433+38.1% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,790 | $16,852-89.4% | $13,880-87.1% | $10,885-83.6% |