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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 | $215,104 | $202,326+6.3% | $172,745+24.5% | $152,870+40.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.97% | 1029.72%-1007.8pp | 802.90%-780.9pp | 345.34%-323.4pp |
| Employer contribution / active EE | $10,737 | $5,858+83.3% | $5,144+108.7% | $4,763+125.4% |
| Participant deferral / active EE | $8,302 | $5,948+39.6% | $5,197+59.7% | $5,850+41.9% |
| Admin fee / account holder | $6,188 | $17,110-63.8% | $13,954-55.7% | $11,597-46.6% |