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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 | $235,401 | $202,342+16.3% | $172,752+36.3% | $152,897+54.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.09% | 1029.83%-1009.7pp | 802.97%-782.9pp | 345.43%-325.3pp |
| Employer contribution / active EE | $5,007 | $5,858-14.5% | $5,144-2.7% | $4,764+5.1% |
| Participant deferral / active EE | $6,544 | $5,948+10.0% | $5,198+25.9% | $5,851+11.8% |
| Admin fee / account holder | $4,799 | $17,111-72.0% | $13,955-65.6% | $11,599-58.6% |