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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 | $239,648 | $202,342+18.4% | $172,753+38.7% | $152,909+56.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.02% | 1029.88%-1009.9pp | 803.00%-783.0pp | 345.46%-325.4pp |
| Employer contribution / active EE | $5,401 | $5,857-7.8% | $5,144+5.0% | $4,764+13.4% |
| Participant deferral / active EE | $7,618 | $5,948+28.1% | $5,198+46.6% | $5,851+30.2% |
| Admin fee / account holder | $2,413 | $17,112-85.9% | $13,956-82.7% | $11,601-79.2% |