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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 | $220,130 | $202,342+8.8% | $172,753+27.4% | $152,909+44.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.14% | 1029.88%-1007.7pp | 803.00%-780.9pp | 345.46%-323.3pp |
| Employer contribution / active EE | $8,547 | $5,857+45.9% | $5,144+66.2% | $4,764+79.4% |
| Participant deferral / active EE | $5,584 | $5,948-6.1% | $5,198+7.4% | $5,851-4.6% |
| Admin fee / account holder | $4,532 | $17,112-73.5% | $13,956-67.5% | $11,601-60.9% |