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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 | $201,730 | $180,749+11.6% | $160,784+25.5% | $137,256+47.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.64% | 2234.46%-2208.8pp | 1803.92%-1778.3pp | 220.34%-194.7pp |
| Employer contribution / active EE | $30,907 | $4,155+643.8% | $3,733+728.0% | $4,156+643.7% |
| Participant deferral / active EE | $11,750 | $6,844+71.7% | $6,293+86.7% | $6,407+83.4% |
| Admin fee / account holder | $1,194 | $10,397-88.5% | $9,717-87.7% | $12,270-90.3% |