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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 | $224,073 | $209,874+6.8% | $189,537+18.2% | $167,536+33.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.62% | 748.61%-737.0pp | 555.34%-543.7pp | 478.82%-467.2pp |
| Employer contribution / active EE | $8,214 | $6,913+18.8% | $6,161+33.3% | $4,839+69.7% |
| Participant deferral / active EE | $14,420 | $8,934+61.4% | $8,220+75.4% | $6,342+127.4% |
| Admin fee / account holder | $7,773 | $14,299-45.6% | $12,048-35.5% | $12,315-36.9% |