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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 | $217,479 | $183,592+18.5% | $155,574+39.8% | $145,877+49.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 625.95% | 61.37%+564.6pp | 64.87%+561.1pp | 551.28%+74.7pp |
| Employer contribution / active EE | $7,500 | $5,317+41.1% | $4,676+60.4% | $4,663+60.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,089 | $19,316-94.4% | $15,914-93.2% | $13,402-91.9% |