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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 | $202,345+2.6% | $172,755+20.2% | $152,885+35.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.53% | 1029.77%-1013.2pp | 802.94%-786.4pp | 345.39%-328.9pp |
| Employer contribution / active EE | $9,657 | $5,858+64.9% | $5,144+87.7% | $4,763+102.8% |
| Participant deferral / active EE | $7,706 | $5,948+29.6% | $5,198+48.3% | $5,851+31.7% |
| Admin fee / account holder | $1,755 | $17,111-89.7% | $13,955-87.4% | $11,598-84.9% |