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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 | $214,892 | $202,342+6.2% | $172,753+24.4% | $152,909+40.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.49% | 1029.88%-1007.4pp | 803.00%-780.5pp | 345.46%-323.0pp |
| Employer contribution / active EE | $16,044 | $5,857+173.9% | $5,144+211.9% | $4,764+236.8% |
| Participant deferral / active EE | $10,325 | $5,948+73.6% | $5,198+98.6% | $5,851+76.5% |
| Admin fee / account holder | $2,030 | $17,112-88.1% | $13,956-85.5% | $11,601-82.5% |