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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 | $210,440 | $202,342+4.0% | $172,753+21.8% | $152,909+37.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.17% | 1029.88%-1011.7pp | 803.00%-784.8pp | 345.46%-327.3pp |
| Employer contribution / active EE | $11,461 | $5,857+95.7% | $5,144+122.8% | $4,764+140.6% |
| Participant deferral / active EE | $9,208 | $5,948+54.8% | $5,198+77.2% | $5,851+57.4% |
| Admin fee / account holder | $2,501 | $17,112-85.4% | $13,956-82.1% | $11,601-78.4% |