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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 | $222,103 | $165,381+34.3% | $149,730+48.3% | $158,966+39.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 442.58% | 348.29%+94.3pp | 276.70%+165.9pp | 302.95%+139.6pp |
| Employer contribution / active EE | $3,169 | $5,104-37.9% | $4,645-31.8% | $4,762-33.5% |
| Participant deferral / active EE | $9,730 | $7,182+35.5% | $6,843+42.2% | $5,983+62.6% |
| Admin fee / account holder | $333 | $10,809-96.9% | $9,310-96.4% | $11,250-97.0% |