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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 | $212,911 | $202,342+5.2% | $172,752+23.2% | $152,897+39.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.87% | 1029.83%-1014.0pp | 802.97%-787.1pp | 345.43%-329.6pp |
| Employer contribution / active EE | $23,580 | $5,858+302.5% | $5,144+358.4% | $4,764+395.0% |
| Participant deferral / active EE | $25,965 | $5,948+336.5% | $5,198+399.6% | $5,851+343.8% |
| Admin fee / account holder | $461 | $17,111-97.3% | $13,955-96.7% | $11,599-96.0% |