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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 | $218,061 | $202,342+7.8% | $172,752+26.2% | $152,897+42.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.02% | 1029.83%-1008.8pp | 802.97%-781.9pp | 345.43%-324.4pp |
| Employer contribution / active EE | $7,818 | $5,858+33.5% | $5,144+52.0% | $4,764+64.1% |
| Participant deferral / active EE | $5,867 | $5,948-1.4% | $5,198+12.9% | $5,851+0.3% |
| Admin fee / account holder | $647 | $17,111-96.2% | $13,955-95.4% | $11,599-94.4% |