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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 | $229,355 | $202,342+13.4% | $172,752+32.8% | $152,897+50.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.53% | 1029.83%-1000.3pp | 802.97%-773.4pp | 345.43%-315.9pp |
| Employer contribution / active EE | $5,043 | $5,858-13.9% | $5,144-2.0% | $4,764+5.9% |
| Participant deferral / active EE | $8,460 | $5,948+42.2% | $5,198+62.8% | $5,851+44.6% |
| Admin fee / account holder | $3,851 | $17,111-77.5% | $13,955-72.4% | $11,599-66.8% |