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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 | $176,291 | $180,749-2.5% | $160,784+9.6% | $137,256+28.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.63% | 2234.46%-2217.8pp | 1803.92%-1787.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $7,757 | $4,155+86.7% | $3,733+107.8% | $4,156+86.6% |
| Participant deferral / active EE | $21,637 | $6,844+216.1% | $6,293+243.8% | $6,407+237.7% |
| Admin fee / account holder | $690 | $10,397-93.4% | $9,717-92.9% | $12,270-94.4% |