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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 | $232,892 | $202,342+15.1% | $172,753+34.8% | $152,909+52.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.62% | 1029.88%-1010.3pp | 803.00%-783.4pp | 345.46%-325.8pp |
| Employer contribution / active EE | $16,610 | $5,857+183.6% | $5,144+222.9% | $4,764+248.7% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,851+70.9% |
| Admin fee / account holder | $3,272 | $17,112-80.9% | $13,956-76.6% | $11,601-71.8% |