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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 | $205,538 | $209,888-2.1% | $189,545+8.4% | $167,553+22.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.23% | 748.66%-732.4pp | 555.36%-539.1pp | 478.89%-462.7pp |
| Employer contribution / active EE | $3,495 | $6,915-49.5% | $6,162-43.3% | $4,840-27.8% |
| Participant deferral / active EE | $9,816 | $8,934+9.9% | $8,220+19.4% | $6,343+54.8% |
| Admin fee / account holder | $1,326 | $14,300-90.7% | $12,049-89.0% | $12,316-89.2% |