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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 | $197,563 | $202,342-2.4% | $172,752+14.4% | $152,897+29.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.92% | 1029.83%-1008.9pp | 802.97%-782.1pp | 345.43%-324.5pp |
| Employer contribution / active EE | $2,500 | $5,858-57.3% | $5,144-51.4% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,153 | $17,111-17.3% | $13,955+1.4% | $11,599+22.0% |