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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 | $198,331 | $209,422-5.3% | $178,503+11.1% | $158,982+24.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.37% | 188.81%-172.4pp | 151.12%-134.8pp | 302.99%-286.6pp |
| Employer contribution / active EE | $6,045 | $5,707+5.9% | $5,011+20.6% | $4,763+26.9% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+62.9% |
| Admin fee / account holder | $624 | $17,079-96.3% | $13,987-95.5% | $11,252-94.5% |