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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 | $217,513 | $202,342+7.5% | $172,752+25.9% | $152,897+42.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.30% | 1029.83%-1014.5pp | 802.97%-787.7pp | 345.43%-330.1pp |
| Employer contribution / active EE | $10,292 | $5,858+75.7% | $5,144+100.1% | $4,764+116.0% |
| Participant deferral / active EE | $6,393 | $5,948+7.5% | $5,198+23.0% | $5,851+9.3% |
| Admin fee / account holder | $7,483 | $17,111-56.3% | $13,955-46.4% | $11,599-35.5% |