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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 | $217,160 | $180,749+20.1% | $160,784+35.1% | $137,256+58.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.17% | 2234.46%-2220.3pp | 1803.92%-1789.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $16,622 | $4,155+300.0% | $3,733+345.3% | $4,156+300.0% |
| Participant deferral / active EE | $5,896 | $6,844-13.9% | $6,293-6.3% | $6,407-8.0% |
| Admin fee / account holder | $12,030 | $10,397+15.7% | $9,717+23.8% | $12,270-2.0% |