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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 | $234,953 | $209,888+11.9% | $189,545+24.0% | $167,553+40.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.64% | 748.66%-729.0pp | 555.36%-535.7pp | 478.89%-459.3pp |
| Employer contribution / active EE | $12,569 | $6,915+81.8% | $6,162+104.0% | $4,840+159.7% |
| Participant deferral / active EE | $13,912 | $8,934+55.7% | $8,220+69.2% | $6,343+119.3% |
| Admin fee / account holder | $13,244 | $14,300-7.4% | $12,049+9.9% | $12,316+7.5% |