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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 | $214,842 | $202,342+6.2% | $172,752+24.4% | $152,897+40.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.25% | 1029.83%-1012.6pp | 802.97%-785.7pp | 345.43%-328.2pp |
| Employer contribution / active EE | $18,333 | $5,858+213.0% | $5,144+256.4% | $4,764+284.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,271 | $17,111-92.6% | $13,955-90.9% | $11,599-89.0% |