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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 | $233,350 | $171,867+35.8% | $149,716+55.9% | $147,585+58.1% |
| Participation rate | 88.2% | 88.2%0pp | 87.1%+1.2pp | 82.8%+5.4pp |
| Annual return | 14.90% | 2113.36%-2098.5pp | 1501.67%-1486.8pp | 578.58%-563.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,137 | $7,270+25.7% | $6,568+39.1% | $5,439+68.0% |
| Admin fee / account holder | $14,484 | $13,799+5.0% | $11,282+28.4% | $10,886+33.1% |