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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 | $217,491 | $209,425+3.9% | $178,499+21.8% | $158,966+36.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.94% | 188.80%-174.9pp | 151.10%-137.2pp | 302.95%-289.0pp |
| Employer contribution / active EE | $7,524 | $5,707+31.8% | $5,011+50.1% | $4,762+58.0% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $978 | $17,078-94.3% | $13,986-93.0% | $11,250-91.3% |