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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 | $196,852 | $171,867+14.5% | $149,721+31.5% | $147,586+33.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.76% | 2113.36%-2096.6pp | 1501.67%-1484.9pp | 578.59%-561.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,193 | $7,270-42.3% | $6,568-36.2% | $5,439-22.9% |
| Admin fee / account holder | $13,746 | $13,799-0.4% | $11,282+21.8% | $10,886+26.3% |