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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 | $236,180 | $209,888+12.5% | $189,545+24.6% | $167,553+41.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.07% | 748.66%-725.6pp | 555.36%-532.3pp | 478.89%-455.8pp |
| Employer contribution / active EE | $39,176 | $6,915+466.5% | $6,162+535.7% | $4,840+709.5% |
| Participant deferral / active EE | $26,000 | $8,934+191.0% | $8,220+216.3% | $6,343+309.9% |
| Admin fee / account holder | $771 | $14,300-94.6% | $12,049-93.6% | $12,316-93.7% |