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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 | $221,646 | $171,867+29.0% | $149,721+48.0% | $147,586+50.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.72% | 2113.36%-2100.6pp | 1501.67%-1488.9pp | 578.59%-565.9pp |
| Employer contribution / active EE | $2,547 | $6,275-59.4% | $5,444-53.2% | $4,876-47.8% |
| Participant deferral / active EE | $13,178 | $7,270+81.3% | $6,568+100.6% | $5,439+142.3% |
| Admin fee / account holder | $1,415 | $13,799-89.7% | $11,282-87.5% | $10,886-87.0% |