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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 | $205,525 | $171,867+19.6% | $149,721+37.3% | $147,586+39.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.03% | 2113.36%-2094.3pp | 1501.67%-1482.6pp | 578.59%-559.6pp |
| Employer contribution / active EE | $7,898 | $6,275+25.9% | $5,444+45.1% | $4,876+62.0% |
| Participant deferral / active EE | $15,594 | $7,270+114.5% | $6,568+137.4% | $5,439+186.7% |
| Admin fee / account holder | $12,977 | $13,799-6.0% | $11,282+15.0% | $10,886+19.2% |