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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 | $227,013 | $209,847+8.2% | $189,520+19.8% | $167,518+35.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.18% | 748.45%-730.3pp | 555.25%-537.1pp | 478.71%-460.5pp |
| Employer contribution / active EE | $24,832 | $6,913+259.2% | $6,161+303.0% | $4,838+413.2% |
| Participant deferral / active EE | $17,975 | $8,934+101.2% | $8,220+118.7% | $6,342+183.4% |
| Admin fee / account holder | $2,292 | $14,295-84.0% | $12,046-81.0% | $12,312-81.4% |