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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 | $230,995 | $202,342+14.2% | $172,752+33.7% | $152,897+51.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.49% | 1029.83%-1006.3pp | 802.97%-779.5pp | 345.43%-321.9pp |
| Employer contribution / active EE | $8,648 | $5,858+47.6% | $5,144+68.1% | $4,764+81.6% |
| Participant deferral / active EE | $6,742 | $5,948+13.3% | $5,198+29.7% | $5,851+15.2% |
| Admin fee / account holder | $5,604 | $17,111-67.3% | $13,955-59.8% | $11,599-51.7% |