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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 | $236,535 | $202,440+16.8% | $169,390+39.6% | $139,466+69.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.22% | 532.36%-520.1pp | 406.07%-393.8pp | 373.66%-361.4pp |
| Employer contribution / active EE | $8,908 | $4,693+89.8% | $4,013+122.0% | $4,754+87.4% |
| Participant deferral / active EE | $6,413 | $6,940-7.6% | $6,222+3.1% | $6,712-4.5% |
| Admin fee / account holder | $116,633 | $10,722+987.8% | $9,015+1193.8% | $11,409+922.3% |