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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 | $170,014 | $171,867-1.1% | $149,718+13.6% | $147,585+15.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.81% | 2113.36%-2094.6pp | 1501.70%-1482.9pp | 578.57%-559.8pp |
| Employer contribution / active EE | $15,753 | $6,275+151.1% | $5,444+189.3% | $4,876+223.0% |
| Participant deferral / active EE | $11,047 | $7,270+52.0% | $6,568+68.2% | $5,439+103.1% |
| Admin fee / account holder | $3,165 | $13,799-77.1% | $11,283-71.9% | $10,885-70.9% |