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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 | $241,049 | $202,342+19.1% | $172,753+39.5% | $152,909+57.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.13% | 1029.88%-1016.7pp | 803.00%-789.9pp | 345.46%-332.3pp |
| Employer contribution / active EE | $9,112 | $5,857+55.6% | $5,144+77.1% | $4,764+91.3% |
| Participant deferral / active EE | $5,658 | $5,948-4.9% | $5,198+8.9% | $5,851-3.3% |
| Admin fee / account holder | $914 | $17,112-94.7% | $13,956-93.5% | $11,601-92.1% |