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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 | $198,649 | $202,342-1.8% | $172,753+15.0% | $152,909+29.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.35% | 1029.88%-1010.5pp | 803.00%-783.7pp | 345.46%-326.1pp |
| Employer contribution / active EE | $6,899 | $5,857+17.8% | $5,144+34.1% | $4,764+44.8% |
| Participant deferral / active EE | $18,625 | $5,948+213.1% | $5,198+258.3% | $5,851+218.3% |
| Admin fee / account holder | $15,120 | $17,112-11.6% | $13,956+8.3% | $11,601+30.3% |