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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 | $201,334 | $209,874-4.1% | $189,537+6.2% | $167,536+20.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.66% | 748.61%-734.9pp | 555.34%-541.7pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,606 | $6,913-62.3% | $6,161-57.7% | $4,839-46.1% |
| Participant deferral / active EE | $7,557 | $8,934-15.4% | $8,220-8.1% | $6,342+19.2% |
| Admin fee / account holder | $5,738 | $14,299-59.9% | $12,048-52.4% | $12,315-53.4% |