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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 | $206,031 | $202,342+1.8% | $172,752+19.3% | $152,897+34.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.43% | 1029.83%-1006.4pp | 802.97%-779.5pp | 345.43%-322.0pp |
| Employer contribution / active EE | $13,799 | $5,858+135.6% | $5,144+168.3% | $4,764+189.7% |
| Participant deferral / active EE | $8,630 | $5,948+45.1% | $5,198+66.0% | $5,851+47.5% |
| Admin fee / account holder | $9,550 | $17,111-44.2% | $13,955-31.6% | $11,599-17.7% |