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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 | $174,338 | $202,342-13.8% | $172,752+0.9% | $152,897+14.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.21% | 1029.83%-1016.6pp | 802.97%-789.8pp | 345.43%-332.2pp |
| Employer contribution / active EE | $9,731 | $5,858+66.1% | $5,144+89.2% | $4,764+104.3% |
| Participant deferral / active EE | $8,441 | $5,948+41.9% | $5,198+62.4% | $5,851+44.3% |
| Admin fee / account holder | $2,426 | $17,111-85.8% | $13,955-82.6% | $11,599-79.1% |