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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 | $246,156 | $202,342+21.7% | $172,752+42.5% | $152,897+61.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.08% | 1029.83%-998.7pp | 802.97%-771.9pp | 345.43%-314.4pp |
| Employer contribution / active EE | $10,062 | $5,858+71.8% | $5,144+95.6% | $4,764+111.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,235 | $17,111-81.1% | $13,955-76.8% | $11,599-72.1% |