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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 | $185,344 | $202,345-8.4% | $172,755+7.3% | $152,885+21.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.11% | 1029.77%-1005.7pp | 802.94%-778.8pp | 345.39%-321.3pp |
| Employer contribution / active EE | $7,662 | $5,858+30.8% | $5,144+48.9% | $4,763+60.9% |
| Participant deferral / active EE | $6,063 | $5,948+1.9% | $5,198+16.7% | $5,851+3.6% |
| Admin fee / account holder | $15,404 | $17,111-10.0% | $13,955+10.4% | $11,598+32.8% |