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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 | $219,048 | $202,342+8.3% | $172,753+26.8% | $152,909+43.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.35% | 1029.88%-1005.5pp | 803.00%-778.7pp | 345.46%-321.1pp |
| Employer contribution / active EE | $11,586 | $5,857+97.8% | $5,144+125.2% | $4,764+143.2% |
| Participant deferral / active EE | $6,533 | $5,948+9.8% | $5,198+25.7% | $5,851+11.6% |
| Admin fee / account holder | $8,924 | $17,112-47.8% | $13,956-36.1% | $11,601-23.1% |