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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 | $240,697 | $217,432+10.7% | $185,849+29.5% | $167,536+43.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.68% | 148.42%-119.7pp | 122.10%-93.4pp | 478.82%-450.1pp |
| Employer contribution / active EE | $17,026 | $5,875+189.8% | $5,169+229.4% | $4,839+251.8% |
| Participant deferral / active EE | $6,789 | $6,357+6.8% | $5,569+21.9% | $6,342+7.0% |
| Admin fee / account holder | $2,939 | $19,818-85.2% | $16,244-81.9% | $12,315-76.1% |