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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 | $247,298 | $202,342+22.2% | $172,753+43.2% | $152,909+61.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.20% | 1029.88%-1005.7pp | 803.00%-778.8pp | 345.46%-321.3pp |
| Employer contribution / active EE | $18,576 | $5,857+217.1% | $5,144+261.1% | $4,764+289.9% |
| Participant deferral / active EE | $11,833 | $5,948+98.9% | $5,198+127.7% | $5,851+102.2% |
| Admin fee / account holder | $9,401 | $17,112-45.1% | $13,956-32.6% | $11,601-19.0% |