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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 | $197,752 | $171,865+15.1% | $149,718+32.1% | $147,585+34.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.56% | 2113.29%-2095.7pp | 1501.67%-1484.1pp | 578.56%-561.0pp |
| Employer contribution / active EE | $2,406 | $6,275-61.7% | $5,445-55.8% | $4,876-50.7% |
| Participant deferral / active EE | $9,529 | $7,270+31.1% | $6,569+45.1% | $5,439+75.2% |
| Admin fee / account holder | $1,060 | $13,799-92.3% | $11,283-90.6% | $10,885-90.3% |