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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 | $195,993 | $202,345-3.1% | $172,755+13.5% | $152,885+28.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.73% | 1029.77%-1006.0pp | 802.94%-779.2pp | 345.39%-321.7pp |
| Employer contribution / active EE | $13,824 | $5,858+136.0% | $5,144+168.7% | $4,763+190.2% |
| Participant deferral / active EE | $13,033 | $5,948+119.1% | $5,198+150.8% | $5,851+122.8% |
| Admin fee / account holder | $3,661 | $17,111-78.6% | $13,955-73.8% | $11,598-68.4% |