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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 | $215,080 | $202,460+6.2% | $169,385+27.0% | $139,456+54.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 532.07%-520.2pp | 405.82%-393.9pp | 373.45%-361.6pp |
| Employer contribution / active EE | $4,689 | $4,691-0.1% | $4,012+16.9% | $4,753-1.3% |
| Participant deferral / active EE | $17,915 | $6,938+158.2% | $6,221+188.0% | $6,711+166.9% |
| Admin fee / account holder | $16,993 | $10,719+58.5% | $9,011+88.6% | $11,407+49.0% |