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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 | $198,457+12.0% | $170,435+30.4% | $147,586+50.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.81% | 257.30%-241.5pp | 205.94%-190.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $8,929 | $6,183+44.4% | $5,432+64.4% | $4,876+83.1% |
| Participant deferral / active EE | $17,246 | $5,629+206.4% | $4,939+249.2% | $5,439+217.1% |
| Admin fee / account holder | $2,479 | $16,852-85.3% | $13,881-82.1% | $10,886-77.2% |