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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 | $239,714 | $175,231+36.8% | $149,696+60.1% | $139,466+71.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.88% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $6,455 | $5,478+17.8% | $4,821+33.9% | $4,754+35.8% |
| Participant deferral / active EE | $6,931 | $6,521+6.3% | $5,682+22.0% | $6,712+3.3% |
| Admin fee / account holder | $1,289 | $16,155-92.0% | $13,212-90.2% | $11,409-88.7% |