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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 | $226,699 | $217,432+4.3% | $185,849+22.0% | $167,536+35.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.26% | 148.42%-128.2pp | 122.10%-101.8pp | 478.82%-458.6pp |
| Employer contribution / active EE | $8,647 | $5,875+47.2% | $5,169+67.3% | $4,839+78.7% |
| Participant deferral / active EE | $6,879 | $6,357+8.2% | $5,569+23.5% | $6,342+8.5% |
| Admin fee / account holder | $18,800 | $19,818-5.1% | $16,244+15.7% | $12,315+52.7% |