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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 | $209,816 | $202,342+3.7% | $172,753+21.5% | $152,909+37.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.54% | 1029.88%-1011.3pp | 803.00%-784.5pp | 345.46%-326.9pp |
| Employer contribution / active EE | $9,914 | $5,857+69.2% | $5,144+92.7% | $4,764+108.1% |
| Participant deferral / active EE | $5,223 | $5,948-12.2% | $5,198+0.5% | $5,851-10.7% |
| Admin fee / account holder | $9,171 | $17,112-46.4% | $13,956-34.3% | $11,601-20.9% |