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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 | $219,916 | $217,432+1.1% | $185,851+18.3% | $167,553+31.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.95% | 148.43%-133.5pp | 122.11%-107.2pp | 478.89%-463.9pp |
| Employer contribution / active EE | $10,143 | $5,874+72.7% | $5,168+96.3% | $4,840+109.6% |
| Participant deferral / active EE | $8,655 | $6,357+36.2% | $5,569+55.4% | $6,343+36.5% |
| Admin fee / account holder | $696 | $19,820-96.5% | $16,245-95.7% | $12,316-94.3% |