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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 | $226,438 | $169,356+33.7% | $129,406+75.0% | $145,897+55.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.75% | 14418.62%-14392.9pp | 9468.18%-9442.4pp | 552.29%-526.5pp |
| Employer contribution / active EE | $5,370 | $5,542-3.1% | $4,155+29.2% | $4,663+15.2% |
| Participant deferral / active EE | $14,124 | $4,987+183.3% | $4,167+238.9% | $6,689+111.2% |
| Admin fee / account holder | $424 | $9,915-95.7% | $7,689-94.5% | $13,390-96.8% |