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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 | $224,373 | $202,342+10.9% | $172,753+29.9% | $152,909+46.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.52% | 1029.88%-1007.4pp | 803.00%-780.5pp | 345.46%-322.9pp |
| Employer contribution / active EE | $9,455 | $5,857+61.4% | $5,144+83.8% | $4,764+98.5% |
| Participant deferral / active EE | $6,097 | $5,948+2.5% | $5,198+17.3% | $5,851+4.2% |
| Admin fee / account holder | $1,365 | $17,112-92.0% | $13,956-90.2% | $11,601-88.2% |