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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 | $187,397 | $202,342-7.4% | $172,752+8.5% | $152,897+22.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.87% | 1029.83%-1010.0pp | 802.97%-783.1pp | 345.43%-325.6pp |
| Employer contribution / active EE | $6,230 | $5,858+6.4% | $5,144+21.1% | $4,764+30.8% |
| Participant deferral / active EE | $7,931 | $5,948+33.3% | $5,198+52.6% | $5,851+35.5% |
| Admin fee / account holder | $35,945 | $17,111+110.1% | $13,955+157.6% | $11,599+209.9% |