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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 | $211,038 | $171,867+22.8% | $149,721+41.0% | $147,586+43.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.74% | 2113.36%-2095.6pp | 1501.67%-1483.9pp | 578.59%-560.9pp |
| Employer contribution / active EE | $3,242 | $6,275-48.3% | $5,444-40.5% | $4,876-33.5% |
| Participant deferral / active EE | $10,552 | $7,270+45.1% | $6,568+60.6% | $5,439+94.0% |
| Admin fee / account holder | $2,216 | $13,799-83.9% | $11,282-80.4% | $10,886-79.6% |