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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 | $240,515 | $202,342+18.9% | $172,752+39.2% | $152,897+57.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.14% | 1029.83%-1002.7pp | 802.97%-775.8pp | 345.43%-318.3pp |
| Employer contribution / active EE | $1,250 | $5,858-78.7% | $5,144-75.7% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,954 | $17,111-71.0% | $13,955-64.5% | $11,599-57.3% |