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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 | $215,980 | $202,342+6.7% | $172,753+25.0% | $152,909+41.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.13% | 1029.88%-1013.7pp | 803.00%-786.9pp | 345.46%-329.3pp |
| Employer contribution / active EE | $12,332 | $5,857+110.5% | $5,144+139.7% | $4,764+158.9% |
| Participant deferral / active EE | $7,802 | $5,948+31.2% | $5,198+50.1% | $5,851+33.3% |
| Admin fee / account holder | $8,544 | $17,112-50.1% | $13,956-38.8% | $11,601-26.3% |