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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 | $234,094 | $202,342+15.7% | $172,753+35.5% | $152,909+53.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 20.48% | 1029.88%-1009.4pp | 803.00%-782.5pp | 345.46%-325.0pp |
| Employer contribution / active EE | $2,660 | $5,857-54.6% | $5,144-48.3% | $4,764-44.2% |
| Participant deferral / active EE | $9,759 | $5,948+64.1% | $5,198+87.8% | $5,851+66.8% |
| Admin fee / account holder | $509 | $17,112-97.0% | $13,956-96.4% | $11,601-95.6% |