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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 | $187,764 | $180,749+3.9% | $160,784+16.8% | $137,256+36.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.65% | 2234.46%-2223.8pp | 1803.92%-1793.3pp | 220.34%-209.7pp |
| Employer contribution / active EE | $12,990 | $4,155+212.6% | $3,733+248.0% | $4,156+212.5% |
| Participant deferral / active EE | $12,045 | $6,844+76.0% | $6,293+91.4% | $6,407+88.0% |
| Admin fee / account holder | $1,582 | $10,397-84.8% | $9,717-83.7% | $12,270-87.1% |