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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 | $205,956 | $171,867+19.8% | $149,716+37.6% | $147,585+39.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.13% | 2113.36%-2095.2pp | 1501.67%-1483.5pp | 578.58%-560.5pp |
| Employer contribution / active EE | $5,431 | $6,275-13.4% | $5,444-0.2% | $4,876+11.4% |
| Participant deferral / active EE | $12,418 | $7,270+70.8% | $6,568+89.1% | $5,439+128.3% |
| Admin fee / account holder | $2,005 | $13,799-85.5% | $11,282-82.2% | $10,886-81.6% |