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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 | $244,627 | $202,342+20.9% | $172,752+41.6% | $152,897+60.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.12% | 1029.83%-1010.7pp | 802.97%-783.8pp | 345.43%-326.3pp |
| Employer contribution / active EE | $4,093 | $5,858-30.1% | $5,144-20.4% | $4,764-14.1% |
| Participant deferral / active EE | $10,873 | $5,948+82.8% | $5,198+109.2% | $5,851+85.8% |
| Admin fee / account holder | $1,615 | $17,111-90.6% | $13,955-88.4% | $11,599-86.1% |