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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 | $210,385 | $202,342+4.0% | $172,752+21.8% | $152,897+37.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.83% | 1029.83%-1009.0pp | 802.97%-782.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $9,458 | $5,858+61.5% | $5,144+83.9% | $4,764+98.5% |
| Participant deferral / active EE | $7,404 | $5,948+24.5% | $5,198+42.4% | $5,851+26.5% |
| Admin fee / account holder | $16,560 | $17,111-3.2% | $13,955+18.7% | $11,599+42.8% |