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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 | $208,097 | $209,422-0.6% | $178,503+16.6% | $158,982+30.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.54% | 188.81%-169.3pp | 151.12%-131.6pp | 302.99%-283.4pp |
| Employer contribution / active EE | $11,225 | $5,707+96.7% | $5,011+124.0% | $4,763+135.7% |
| Participant deferral / active EE | $7,100 | $5,955+19.2% | $5,202+36.5% | $5,983+18.7% |
| Admin fee / account holder | $1,267 | $17,079-92.6% | $13,987-90.9% | $11,252-88.7% |