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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 | $221,741 | $202,342+9.6% | $172,753+28.4% | $152,909+45.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.07% | 1029.88%-1011.8pp | 803.00%-784.9pp | 345.46%-327.4pp |
| Employer contribution / active EE | $3,884 | $5,857-33.7% | $5,144-24.5% | $4,764-18.5% |
| Participant deferral / active EE | $11,266 | $5,948+89.4% | $5,198+116.8% | $5,851+92.5% |
| Admin fee / account holder | $29,718 | $17,112+73.7% | $13,956+112.9% | $11,601+156.2% |