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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 | $245,909 | $202,342+21.5% | $172,752+42.3% | $152,897+60.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.55% | 1029.83%-1008.3pp | 802.97%-781.4pp | 345.43%-323.9pp |
| Employer contribution / active EE | $7,044 | $5,858+20.3% | $5,144+36.9% | $4,764+47.9% |
| Participant deferral / active EE | $20,094 | $5,948+237.8% | $5,198+286.6% | $5,851+243.4% |
| Admin fee / account holder | $1,492 | $17,111-91.3% | $13,955-89.3% | $11,599-87.1% |