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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 | $197,172 | $209,874-6.1% | $189,537+4.0% | $167,536+17.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.86% | 748.61%-729.8pp | 555.34%-536.5pp | 478.82%-460.0pp |
| Employer contribution / active EE | $9,969 | $6,913+44.2% | $6,161+61.8% | $4,839+106.0% |
| Participant deferral / active EE | $11,887 | $8,934+33.1% | $8,220+44.6% | $6,342+87.4% |
| Admin fee / account holder | $557 | $14,299-96.1% | $12,048-95.4% | $12,315-95.5% |