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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 | $240,293 | $209,874+14.5% | $189,537+26.8% | $167,536+43.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.09% | 748.61%-729.5pp | 555.34%-536.2pp | 478.82%-459.7pp |
| Employer contribution / active EE | $10,337 | $6,913+49.5% | $6,161+67.8% | $4,839+113.6% |
| Participant deferral / active EE | $9,461 | $8,934+5.9% | $8,220+15.1% | $6,342+49.2% |
| Admin fee / account holder | $11,965 | $14,299-16.3% | $12,048-0.7% | $12,315-2.8% |