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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 | $239,083 | $202,342+18.2% | $172,753+38.4% | $152,909+56.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.20% | 1029.88%-1008.7pp | 803.00%-781.8pp | 345.46%-324.3pp |
| Employer contribution / active EE | $43,333 | $5,857+639.8% | $5,144+742.4% | $4,764+809.6% |
| Participant deferral / active EE | $13,667 | $5,948+129.8% | $5,198+162.9% | $5,851+133.6% |
| Admin fee / account holder | $16,555 | $17,112-3.3% | $13,956+18.6% | $11,601+42.7% |