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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 | $219,905 | $184,000+19.5% | $162,185+35.6% | $152,909+43.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.89% | 150.80%-125.9pp | 115.61%-90.7pp | 345.46%-320.6pp |
| Employer contribution / active EE | $20,968 | $6,370+229.2% | $5,613+273.5% | $4,764+340.1% |
| Participant deferral / active EE | $14,313 | $8,033+78.2% | $7,297+96.1% | $5,851+144.6% |
| Admin fee / account holder | $678 | $13,124-94.8% | $10,844-93.7% | $11,601-94.2% |