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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 | $228,085 | $211,946+7.6% | $169,452+34.6% | $135,379+68.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 922.44% | 3.26%+919.2pp | 1.83%+920.6pp | 519.79%+402.7pp |
| Employer contribution / active EE | $3,027 | $5,117-40.9% | $4,157-27.2% | $4,779-36.7% |
| Participant deferral / active EE | $1,167 | $6,075-80.8% | $5,277-77.9% | $5,609-79.2% |
| Admin fee / account holder | $735 | $11,472-93.6% | $9,110-91.9% | $10,828-93.2% |