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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 | $238,307 | $209,874+13.5% | $189,537+25.7% | $167,536+42.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.65% | 748.61%-731.0pp | 555.34%-537.7pp | 478.82%-461.2pp |
| Employer contribution / active EE | $10,551 | $6,913+52.6% | $6,161+71.3% | $4,839+118.0% |
| Participant deferral / active EE | $11,953 | $8,934+33.8% | $8,220+45.4% | $6,342+88.5% |
| Admin fee / account holder | $1,222 | $14,299-91.5% | $12,048-89.9% | $12,315-90.1% |