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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 | $172,605 | $202,342-14.7% | $172,753-0.1% | $152,909+12.9% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 23.50% | 1029.88%-1006.4pp | 803.00%-779.5pp | 345.46%-322.0pp |
| Employer contribution / active EE | $12,078 | $5,857+106.2% | $5,144+134.8% | $4,764+153.5% |
| Participant deferral / active EE | $5,517 | $5,948-7.2% | $5,198+6.1% | $5,851-5.7% |
| Admin fee / account holder | $95,483 | $17,112+458.0% | $13,956+584.2% | $11,601+723.1% |