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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 | $248,849 | $202,342+23.0% | $172,753+44.0% | $152,909+62.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 38.55% | 1029.88%-991.3pp | 803.00%-764.5pp | 345.46%-306.9pp |
| Employer contribution / active EE | $7,491 | $5,857+27.9% | $5,144+45.6% | $4,764+57.3% |
| Participant deferral / active EE | $5,961 | $5,948+0.2% | $5,198+14.7% | $5,851+1.9% |
| Admin fee / account holder | $11,008 | $17,112-35.7% | $13,956-21.1% | $11,601-5.1% |