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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 | $215,767 | $202,342+6.6% | $172,752+24.9% | $152,897+41.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.96% | 1029.83%-1008.9pp | 802.97%-782.0pp | 345.43%-324.5pp |
| Employer contribution / active EE | $2,273 | $5,858-61.2% | $5,144-55.8% | $4,764-52.3% |
| Participant deferral / active EE | $5,938 | $5,948-0.2% | $5,198+14.2% | $5,851+1.5% |
| Admin fee / account holder | $1,039 | $17,111-93.9% | $13,955-92.6% | $11,599-91.0% |