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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 | $243,088 | $209,888+15.8% | $189,545+28.2% | $167,553+45.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.95% | 748.66%-736.7pp | 555.36%-543.4pp | 478.89%-466.9pp |
| Employer contribution / active EE | $6,478 | $6,915-6.3% | $6,162+5.1% | $4,840+33.9% |
| Participant deferral / active EE | $15,924 | $8,934+78.2% | $8,220+93.7% | $6,343+151.1% |
| Admin fee / account holder | $2,007 | $14,300-86.0% | $12,049-83.3% | $12,316-83.7% |