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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 | $207,258 | $202,342+2.4% | $172,752+20.0% | $152,897+35.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.71% | 1029.83%-1006.1pp | 802.97%-779.3pp | 345.43%-321.7pp |
| Employer contribution / active EE | $6,899 | $5,858+17.8% | $5,144+34.1% | $4,764+44.8% |
| Participant deferral / active EE | $9,735 | $5,948+63.7% | $5,198+87.3% | $5,851+66.4% |
| Admin fee / account holder | $1,268 | $17,111-92.6% | $13,955-90.9% | $11,599-89.1% |