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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 | $213,951 | $202,342+5.7% | $172,753+23.8% | $152,909+39.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 35.40% | 1029.88%-994.5pp | 803.00%-767.6pp | 345.46%-310.1pp |
| Employer contribution / active EE | $2,776 | $5,857-52.6% | $5,144-46.0% | $4,764-41.7% |
| Participant deferral / active EE | $7,430 | $5,948+24.9% | $5,198+42.9% | $5,851+27.0% |
| Admin fee / account holder | $8,017 | $17,112-53.1% | $13,956-42.6% | $11,601-30.9% |