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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 | $241,230 | $209,874+14.9% | $189,537+27.3% | $167,536+44.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 33.81% | 748.61%-714.8pp | 555.34%-521.5pp | 478.82%-445.0pp |
| Employer contribution / active EE | $20,424 | $6,913+195.4% | $6,161+231.5% | $4,839+322.1% |
| Participant deferral / active EE | $14,999 | $8,934+67.9% | $8,220+82.5% | $6,342+136.5% |
| Admin fee / account holder | $2,192 | $14,299-84.7% | $12,048-81.8% | $12,315-82.2% |