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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 | $240,396 | $202,345+18.8% | $172,755+39.2% | $152,885+57.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.77% | 1029.77%-1012.0pp | 802.94%-785.2pp | 345.39%-327.6pp |
| Employer contribution / active EE | $9,187 | $5,858+56.8% | $5,144+78.6% | $4,763+92.9% |
| Participant deferral / active EE | $5,575 | $5,948-6.3% | $5,198+7.3% | $5,851-4.7% |
| Admin fee / account holder | $2,173 | $17,111-87.3% | $13,955-84.4% | $11,598-81.3% |