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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 | $226,446 | $202,342+11.9% | $172,753+31.1% | $152,909+48.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.99% | 1029.88%-1007.9pp | 803.00%-781.0pp | 345.46%-323.5pp |
| Employer contribution / active EE | $3,426 | $5,857-41.5% | $5,144-33.4% | $4,764-28.1% |
| Participant deferral / active EE | $8,167 | $5,948+37.3% | $5,198+57.1% | $5,851+39.6% |
| Admin fee / account holder | $2,463 | $17,112-85.6% | $13,956-82.4% | $11,601-78.8% |