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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 | $214,253 | $209,874+2.1% | $189,537+13.0% | $167,536+27.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.26% | 748.61%-735.4pp | 555.34%-542.1pp | 478.82%-465.6pp |
| Employer contribution / active EE | $9,799 | $6,913+41.7% | $6,161+59.1% | $4,839+102.5% |
| Participant deferral / active EE | $14,030 | $8,934+57.1% | $8,220+70.7% | $6,342+121.2% |
| Admin fee / account holder | $712 | $14,299-95.0% | $12,048-94.1% | $12,315-94.2% |