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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 | $198,002 | $202,342-2.1% | $172,752+14.6% | $152,897+29.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.54% | 1029.83%-1005.3pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $6,761 | $5,858+15.4% | $5,144+31.4% | $4,764+41.9% |
| Participant deferral / active EE | $7,605 | $5,948+27.8% | $5,198+46.3% | $5,851+30.0% |
| Admin fee / account holder | $2,481 | $17,111-85.5% | $13,955-82.2% | $11,599-78.6% |