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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 | $245,464 | $202,342+21.3% | $172,752+42.1% | $152,897+60.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.25% | 1029.83%-1008.6pp | 802.97%-781.7pp | 345.43%-324.2pp |
| Employer contribution / active EE | $5,144 | $5,858-12.2% | $5,1440% | $4,764+8.0% |
| Participant deferral / active EE | $9,324 | $5,948+56.7% | $5,198+79.4% | $5,851+59.3% |
| Admin fee / account holder | $1,395 | $17,111-91.8% | $13,955-90.0% | $11,599-88.0% |