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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 | $169,786 | $171,867-1.2% | $149,721+13.4% | $147,586+15.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.82% | 2113.36%-2096.5pp | 1501.67%-1484.9pp | 578.59%-561.8pp |
| Employer contribution / active EE | $16,368 | $6,275+160.9% | $5,444+200.7% | $4,876+235.7% |
| Participant deferral / active EE | $12,165 | $7,270+67.3% | $6,568+85.2% | $5,439+123.7% |
| Admin fee / account holder | $16,590 | $13,799+20.2% | $11,282+47.0% | $10,886+52.4% |