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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 | $216,683 | $171,867+26.1% | $149,718+44.7% | $147,585+46.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.13% | 2113.36%-2096.2pp | 1501.70%-1484.6pp | 578.57%-561.4pp |
| Employer contribution / active EE | $7,843 | $6,275+25.0% | $5,444+44.1% | $4,876+60.8% |
| Participant deferral / active EE | $6,601 | $7,270-9.2% | $6,568+0.5% | $5,439+21.4% |
| Admin fee / account holder | $2,409 | $13,799-82.5% | $11,283-78.7% | $10,885-77.9% |