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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 | $205,279 | $171,867+19.4% | $149,721+37.1% | $147,586+39.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.77% | 2113.36%-2103.6pp | 1501.67%-1491.9pp | 578.59%-568.8pp |
| Employer contribution / active EE | $36,901 | $6,275+488.1% | $5,444+577.8% | $4,876+656.7% |
| Participant deferral / active EE | $11,713 | $7,270+61.1% | $6,568+78.3% | $5,439+115.4% |
| Admin fee / account holder | $1,605 | $13,799-88.4% | $11,282-85.8% | $10,886-85.3% |