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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 | $239,446 | $202,342+18.3% | $172,753+38.6% | $152,909+56.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.73% | 1029.88%-1010.1pp | 803.00%-783.3pp | 345.46%-325.7pp |
| Employer contribution / active EE | $13,333 | $5,857+127.6% | $5,144+159.2% | $4,764+179.9% |
| Participant deferral / active EE | $8,478 | $5,948+42.5% | $5,198+63.1% | $5,851+44.9% |
| Admin fee / account holder | $59,501 | $17,112+247.7% | $13,956+326.4% | $11,601+412.9% |