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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 | $211,421 | $209,888+0.7% | $189,545+11.5% | $167,553+26.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.29% | 748.66%-726.4pp | 555.36%-533.1pp | 478.89%-456.6pp |
| Employer contribution / active EE | $13,060 | $6,915+88.9% | $6,162+111.9% | $4,840+169.9% |
| Participant deferral / active EE | $11,590 | $8,934+29.7% | $8,220+41.0% | $6,343+82.7% |
| Admin fee / account holder | $556 | $14,300-96.1% | $12,049-95.4% | $12,316-95.5% |