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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 | $247,058 | $202,345+22.1% | $172,755+43.0% | $152,885+61.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.05% | 1029.77%-1005.7pp | 802.94%-778.9pp | 345.39%-321.3pp |
| Employer contribution / active EE | $11,939 | $5,858+103.8% | $5,144+132.1% | $4,763+150.7% |
| Participant deferral / active EE | $7,177 | $5,948+20.7% | $5,198+38.1% | $5,851+22.7% |
| Admin fee / account holder | $1,071 | $17,111-93.7% | $13,955-92.3% | $11,598-90.8% |