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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 | $229,748 | $171,867+33.7% | $149,716+53.5% | $147,585+55.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.12% | 2113.36%-2096.2pp | 1501.67%-1484.5pp | 578.58%-561.5pp |
| Employer contribution / active EE | $25,000 | $6,275+298.4% | $5,444+359.2% | $4,876+412.7% |
| Participant deferral / active EE | $18,000 | $7,270+147.6% | $6,568+174.0% | $5,439+231.0% |
| Admin fee / account holder | $2,195 | $13,799-84.1% | $11,282-80.5% | $10,886-79.8% |