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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 | $217,920 | $183,978+18.4% | $162,171+34.4% | $152,885+42.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.03% | 150.78%-126.8pp | 115.60%-91.6pp | 345.39%-321.4pp |
| Employer contribution / active EE | $6,785 | $6,370+6.5% | $5,613+20.9% | $4,763+42.4% |
| Participant deferral / active EE | $9,617 | $8,033+19.7% | $7,297+31.8% | $5,851+64.4% |
| Admin fee / account holder | $1,115 | $13,122-91.5% | $10,843-89.7% | $11,598-90.4% |