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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 | $177,348 | $171,867+3.2% | $149,721+18.5% | $147,586+20.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.82% | 2113.36%-2095.5pp | 1501.67%-1483.8pp | 578.59%-560.8pp |
| Employer contribution / active EE | $8,128 | $6,275+29.5% | $5,444+49.3% | $4,876+66.7% |
| Participant deferral / active EE | $9,627 | $7,270+32.4% | $6,568+46.6% | $5,439+77.0% |
| Admin fee / account holder | $1,742 | $13,799-87.4% | $11,282-84.6% | $10,886-84.0% |