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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 | $215,104 | $202,342+6.3% | $172,753+24.5% | $152,909+40.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.97% | 1029.88%-1007.9pp | 803.00%-781.0pp | 345.46%-323.5pp |
| Employer contribution / active EE | $10,737 | $5,857+83.3% | $5,144+108.7% | $4,764+125.4% |
| Participant deferral / active EE | $8,302 | $5,948+39.6% | $5,198+59.7% | $5,851+41.9% |
| Admin fee / account holder | $6,188 | $17,112-63.8% | $13,956-55.7% | $11,601-46.7% |