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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 | $195,324 | $202,342-3.5% | $172,753+13.1% | $152,909+27.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.01% | 1029.88%-1006.9pp | 803.00%-780.0pp | 345.46%-322.5pp |
| Employer contribution / active EE | $9,615 | $5,857+64.2% | $5,144+86.9% | $4,764+101.8% |
| Participant deferral / active EE | $3,600 | $5,948-39.5% | $5,198-30.7% | $5,851-38.5% |
| Admin fee / account holder | $1,809 | $17,112-89.4% | $13,956-87.0% | $11,601-84.4% |