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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 | $186,828 | $180,749+3.4% | $160,784+16.2% | $137,256+36.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.10% | 2234.46%-2213.4pp | 1803.92%-1782.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $11,543 | $4,155+177.8% | $3,733+209.2% | $4,156+177.7% |
| Participant deferral / active EE | $13,879 | $6,844+102.8% | $6,293+120.5% | $6,407+116.6% |
| Admin fee / account holder | $31,762 | $10,397+205.5% | $9,717+226.9% | $12,270+158.9% |