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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 | $221,577 | $202,342+9.5% | $172,753+28.3% | $152,909+44.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.03% | 1029.88%-1011.8pp | 803.00%-785.0pp | 345.46%-327.4pp |
| Employer contribution / active EE | $5,071 | $5,857-13.4% | $5,144-1.4% | $4,764+6.5% |
| Participant deferral / active EE | $5,070 | $5,948-14.8% | $5,198-2.5% | $5,851-13.4% |
| Admin fee / account holder | $3,055 | $17,112-82.1% | $13,956-78.1% | $11,601-73.7% |