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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 | $207,536 | $202,342+2.6% | $172,753+20.1% | $152,909+35.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.58% | 1029.88%-1015.3pp | 803.00%-788.4pp | 345.46%-330.9pp |
| Employer contribution / active EE | $3,847 | $5,857-34.3% | $5,144-25.2% | $4,764-19.2% |
| Participant deferral / active EE | $6,183 | $5,948+3.9% | $5,198+19.0% | $5,851+5.7% |
| Admin fee / account holder | $873 | $17,112-94.9% | $13,956-93.7% | $11,601-92.5% |