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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 | $238,601 | $202,342+17.9% | $172,752+38.1% | $152,897+56.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.89% | 1029.83%-1006.9pp | 802.97%-780.1pp | 345.43%-322.5pp |
| Employer contribution / active EE | $53,000 | $5,858+804.8% | $5,144+930.3% | $4,764+1012.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,091 | $17,111-87.8% | $13,955-85.0% | $11,599-82.0% |