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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 | $218,714 | $209,847+4.2% | $189,520+15.4% | $167,518+30.6% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 13.88% | 748.45%-734.6pp | 555.25%-541.4pp | 478.71%-464.8pp |
| Employer contribution / active EE | $12,915 | $6,913+86.8% | $6,161+109.6% | $4,838+166.9% |
| Participant deferral / active EE | $13,000 | $8,934+45.5% | $8,220+58.1% | $6,342+105.0% |
| Admin fee / account holder | $1,922 | $14,295-86.6% | $12,046-84.0% | $12,312-84.4% |