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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 | $199,668 | $180,749+10.5% | $160,784+24.2% | $137,256+45.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.79% | 2234.46%-2216.7pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $7,069 | $4,155+70.1% | $3,733+89.4% | $4,156+70.1% |
| Participant deferral / active EE | $7,487 | $6,844+9.4% | $6,293+19.0% | $6,407+16.9% |
| Admin fee / account holder | $424 | $10,397-95.9% | $9,717-95.6% | $12,270-96.5% |