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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 | $216,668 | $202,345+7.1% | $172,755+25.4% | $152,885+41.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.13% | 1029.77%-1016.6pp | 802.94%-789.8pp | 345.39%-332.3pp |
| Employer contribution / active EE | $2,833 | $5,858-51.6% | $5,144-44.9% | $4,763-40.5% |
| Participant deferral / active EE | $10,794 | $5,948+81.5% | $5,198+107.7% | $5,851+84.5% |
| Admin fee / account holder | $871 | $17,111-94.9% | $13,955-93.8% | $11,598-92.5% |