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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 | $236,825 | $202,342+17.0% | $172,752+37.1% | $152,897+54.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.84% | 1029.83%-1012.0pp | 802.97%-785.1pp | 345.43%-327.6pp |
| Employer contribution / active EE | $3,104 | $5,858-47.0% | $5,144-39.7% | $4,764-34.8% |
| Participant deferral / active EE | $4,066 | $5,948-31.6% | $5,198-21.8% | $5,851-30.5% |
| Admin fee / account holder | $2,911 | $17,111-83.0% | $13,955-79.1% | $11,599-74.9% |