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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 | $217,557 | $180,749+20.4% | $160,784+35.3% | $137,256+58.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.76% | 2234.46%-2218.7pp | 1803.92%-1788.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $16,915 | $4,155+307.1% | $3,733+353.1% | $4,156+307.0% |
| Participant deferral / active EE | $8,281 | $6,844+21.0% | $6,293+31.6% | $6,407+29.3% |
| Admin fee / account holder | $3,650 | $10,397-64.9% | $9,717-62.4% | $12,270-70.3% |