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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 | $199,490 | $171,867+16.1% | $149,721+33.2% | $147,586+35.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.11% | 2113.36%-2097.3pp | 1501.67%-1485.6pp | 578.59%-562.5pp |
| Employer contribution / active EE | $7,957 | $6,275+26.8% | $5,444+46.1% | $4,876+63.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,214 | $13,799-26.0% | $11,282-9.5% | $10,886-6.2% |