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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 | $236,444 | $202,342+16.9% | $172,753+36.9% | $152,909+54.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.75% | 1029.88%-1006.1pp | 803.00%-779.2pp | 345.46%-321.7pp |
| Employer contribution / active EE | $9,596 | $5,857+63.8% | $5,144+86.5% | $4,764+101.4% |
| Participant deferral / active EE | $11,450 | $5,948+92.5% | $5,198+120.3% | $5,851+95.7% |
| Admin fee / account holder | $521 | $17,112-97.0% | $13,956-96.3% | $11,601-95.5% |