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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 | $202,670 | $171,867+17.9% | $149,716+35.4% | $147,585+37.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.48% | 2113.36%-2102.9pp | 1501.67%-1491.2pp | 578.58%-568.1pp |
| Employer contribution / active EE | $19,254 | $6,275+206.8% | $5,444+253.6% | $4,876+294.8% |
| Participant deferral / active EE | $10,000 | $7,270+37.6% | $6,568+52.2% | $5,439+83.9% |
| Admin fee / account holder | $30,847 | $13,799+123.5% | $11,282+173.4% | $10,886+183.4% |