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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 | $216,105 | $209,874+3.0% | $189,537+14.0% | $167,536+29.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.51% | 748.61%-734.1pp | 555.34%-540.8pp | 478.82%-464.3pp |
| Employer contribution / active EE | $7,589 | $6,913+9.8% | $6,161+23.2% | $4,839+56.8% |
| Participant deferral / active EE | $19,591 | $8,934+119.3% | $8,220+138.3% | $6,342+208.9% |
| Admin fee / account holder | $1,300 | $14,299-90.9% | $12,048-89.2% | $12,315-89.4% |