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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 | $243,719 | $209,874+16.1% | $189,537+28.6% | $167,536+45.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.31% | 748.61%-738.3pp | 555.34%-545.0pp | 478.82%-468.5pp |
| Employer contribution / active EE | $2,761 | $6,913-60.1% | $6,161-55.2% | $4,839-42.9% |
| Participant deferral / active EE | $14,600 | $8,934+63.4% | $8,220+77.6% | $6,342+130.2% |
| Admin fee / account holder | $2,650 | $14,299-81.5% | $12,048-78.0% | $12,315-78.5% |