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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 | $225,234 | $202,342+11.3% | $172,752+30.4% | $152,897+47.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.33% | 1029.83%-1007.5pp | 802.97%-780.6pp | 345.43%-323.1pp |
| Employer contribution / active EE | $24,678 | $5,858+321.3% | $5,144+379.7% | $4,764+418.1% |
| Participant deferral / active EE | $14,667 | $5,948+146.6% | $5,198+182.2% | $5,851+150.7% |
| Admin fee / account holder | $2,576 | $17,111-84.9% | $13,955-81.5% | $11,599-77.8% |