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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 | $215,903 | $202,345+6.7% | $172,755+25.0% | $152,885+41.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.06% | 1029.77%-1004.7pp | 802.94%-777.9pp | 345.39%-320.3pp |
| Employer contribution / active EE | $9,779 | $5,858+66.9% | $5,144+90.1% | $4,763+105.3% |
| Participant deferral / active EE | $16,789 | $5,948+182.3% | $5,198+223.0% | $5,851+187.0% |
| Admin fee / account holder | $5,569 | $17,111-67.5% | $13,955-60.1% | $11,598-52.0% |