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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 | $247,190 | $202,342+22.2% | $172,752+43.1% | $152,897+61.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.49% | 1029.83%-1010.3pp | 802.97%-783.5pp | 345.43%-325.9pp |
| Employer contribution / active EE | $5,129 | $5,858-12.4% | $5,144-0.3% | $4,764+7.7% |
| Participant deferral / active EE | $7,291 | $5,948+22.6% | $5,198+40.3% | $5,851+24.6% |
| Admin fee / account holder | $18,372 | $17,111+7.4% | $13,955+31.7% | $11,599+58.4% |