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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 | $185,874 | $180,749+2.8% | $160,784+15.6% | $137,256+35.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.95% | 2234.46%-2220.5pp | 1803.92%-1790.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,856 | $4,155+16.9% | $3,733+30.1% | $4,156+16.8% |
| Participant deferral / active EE | $13,092 | $6,844+91.3% | $6,293+108.0% | $6,407+104.3% |
| Admin fee / account holder | $15,190 | $10,397+46.1% | $9,717+56.3% | $12,270+23.8% |