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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 | $242,487 | $209,874+15.5% | $189,537+27.9% | $167,536+44.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.58% | 748.61%-728.0pp | 555.34%-534.8pp | 478.82%-458.2pp |
| Employer contribution / active EE | $12,507 | $6,913+80.9% | $6,161+103.0% | $4,839+158.5% |
| Participant deferral / active EE | $11,251 | $8,934+25.9% | $8,220+36.9% | $6,342+77.4% |
| Admin fee / account holder | $14,538 | $14,299+1.7% | $12,048+20.7% | $12,315+18.1% |