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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 | $165,374 | $171,867-3.8% | $149,721+10.5% | $147,586+12.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.53% | 2113.36%-2097.8pp | 1501.67%-1486.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $26,907 | $6,275+328.8% | $5,444+394.2% | $4,876+451.8% |
| Participant deferral / active EE | $16,815 | $7,270+131.3% | $6,568+156.0% | $5,439+209.2% |
| Admin fee / account holder | $8,720 | $13,799-36.8% | $11,282-22.7% | $10,886-19.9% |