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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 | $200,987 | $180,749+11.2% | $160,784+25.0% | $137,256+46.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.29% | 2234.46%-2222.2pp | 1803.92%-1791.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $23,305 | $4,155+460.9% | $3,733+524.3% | $4,156+460.7% |
| Participant deferral / active EE | $14,100 | $6,844+106.0% | $6,293+124.1% | $6,407+120.1% |
| Admin fee / account holder | $2,377 | $10,397-77.1% | $9,717-75.5% | $12,270-80.6% |