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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 | $201,317 | $202,326-0.5% | $172,745+16.5% | $152,870+31.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.46% | 1029.72%-1011.3pp | 802.90%-784.4pp | 345.34%-326.9pp |
| Employer contribution / active EE | $2,922 | $5,858-50.1% | $5,144-43.2% | $4,763-38.6% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,197+140.5% | $5,850+113.7% |
| Admin fee / account holder | $869 | $17,110-94.9% | $13,954-93.8% | $11,597-92.5% |