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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 | $207,633 | $202,342+2.6% | $172,753+20.2% | $152,909+35.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.53% | 1029.88%-1013.4pp | 803.00%-786.5pp | 345.46%-328.9pp |
| Employer contribution / active EE | $9,657 | $5,857+64.9% | $5,144+87.7% | $4,764+102.7% |
| Participant deferral / active EE | $7,706 | $5,948+29.6% | $5,198+48.3% | $5,851+31.7% |
| Admin fee / account holder | $1,755 | $17,112-89.7% | $13,956-87.4% | $11,601-84.9% |