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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 | $206,313 | $202,342+2.0% | $172,753+19.4% | $152,909+34.9% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 17.90% | 1029.88%-1012.0pp | 803.00%-785.1pp | 345.46%-327.6pp |
| Employer contribution / active EE | $21,651 | $5,857+269.6% | $5,144+320.9% | $4,764+354.5% |
| Participant deferral / active EE | $12,306 | $5,948+106.9% | $5,198+136.8% | $5,851+110.3% |
| Admin fee / account holder | $60,103 | $17,112+251.2% | $13,956+330.7% | $11,601+418.1% |