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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 | $187,529 | $180,749+3.8% | $160,784+16.6% | $137,256+36.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.28% | 2234.46%-2219.2pp | 1803.92%-1788.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $9,530 | $4,155+129.3% | $3,733+155.3% | $4,156+129.3% |
| Participant deferral / active EE | $10,973 | $6,844+60.3% | $6,293+74.4% | $6,407+71.3% |
| Admin fee / account holder | $2,098 | $10,397-79.8% | $9,717-78.4% | $12,270-82.9% |