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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 | $216,536 | $209,874+3.2% | $189,537+14.2% | $167,536+29.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.64% | 748.61%-734.0pp | 555.34%-540.7pp | 478.82%-464.2pp |
| Employer contribution / active EE | $3,518 | $6,913-49.1% | $6,161-42.9% | $4,839-27.3% |
| Participant deferral / active EE | $13,903 | $8,934+55.6% | $8,220+69.1% | $6,342+119.2% |
| Admin fee / account holder | $716 | $14,299-95.0% | $12,048-94.1% | $12,315-94.2% |