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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 | $222,303 | $175,257+26.8% | $149,717+48.5% | $139,456+59.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.68% | 166.70%-144.0pp | 134.41%-111.7pp | 373.45%-350.8pp |
| Employer contribution / active EE | $6,000 | $5,477+9.6% | $4,820+24.5% | $4,753+26.2% |
| Participant deferral / active EE | $7,643 | $6,521+17.2% | $5,682+34.5% | $6,711+13.9% |
| Admin fee / account holder | $2,237 | $16,156-86.2% | $13,213-83.1% | $11,407-80.4% |