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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 | $212,504 | $202,326+5.0% | $172,745+23.0% | $152,870+39.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.48% | 1029.72%-1010.2pp | 802.90%-783.4pp | 345.34%-325.9pp |
| Employer contribution / active EE | $7,355 | $5,858+25.6% | $5,144+43.0% | $4,763+54.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,465 | $17,110-85.6% | $13,954-82.3% | $11,597-78.7% |