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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 | $197,429 | $171,867+14.9% | $149,716+31.9% | $147,585+33.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.36% | 2113.36%-2088.0pp | 1501.67%-1476.3pp | 578.58%-553.2pp |
| Employer contribution / active EE | $5,682 | $6,275-9.4% | $5,444+4.4% | $4,876+16.5% |
| Participant deferral / active EE | $14,296 | $7,270+96.6% | $6,568+117.7% | $5,439+162.9% |
| Admin fee / account holder | $527 | $13,799-96.2% | $11,282-95.3% | $10,886-95.2% |