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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 | $238,102 | $202,342+17.7% | $172,752+37.8% | $152,897+55.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.76% | 1029.83%-1007.1pp | 802.97%-780.2pp | 345.43%-322.7pp |
| Employer contribution / active EE | $5,040 | $5,858-14.0% | $5,144-2.0% | $4,764+5.8% |
| Participant deferral / active EE | $17,776 | $5,948+198.8% | $5,198+242.0% | $5,851+203.8% |
| Admin fee / account holder | $136,796 | $17,111+699.5% | $13,955+880.3% | $11,599+1079.3% |