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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 | $201,205 | $198,457+1.4% | $170,435+18.1% | $147,586+36.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.59% | 257.30%-239.7pp | 205.94%-188.4pp | 578.59%-561.0pp |
| Employer contribution / active EE | $2,869 | $6,183-53.6% | $5,432-47.2% | $4,876-41.2% |
| Participant deferral / active EE | $9,064 | $5,629+61.0% | $4,939+83.5% | $5,439+66.6% |
| Admin fee / account holder | $18,700 | $16,852+11.0% | $13,881+34.7% | $10,886+71.8% |