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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 | $216,727 | $202,342+7.1% | $172,752+25.5% | $152,897+41.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.35% | 1029.83%-1015.5pp | 802.97%-788.6pp | 345.43%-331.1pp |
| Employer contribution / active EE | $19,446 | $5,858+232.0% | $5,144+278.0% | $4,764+308.2% |
| Participant deferral / active EE | $12,500 | $5,948+110.1% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $5,725 | $17,111-66.5% | $13,955-59.0% | $11,599-50.6% |