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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 | $232,613 | $202,342+15.0% | $172,752+34.7% | $152,897+52.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.49% | 1029.83%-999.3pp | 802.97%-772.5pp | 345.43%-314.9pp |
| Employer contribution / active EE | $31,862 | $5,858+443.9% | $5,144+519.4% | $4,764+568.9% |
| Participant deferral / active EE | $16,482 | $5,948+177.1% | $5,198+217.1% | $5,851+181.7% |
| Admin fee / account holder | $2,042 | $17,111-88.1% | $13,955-85.4% | $11,599-82.4% |