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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 | $137,921 | $171,867-19.8% | $149,721-7.9% | $147,586-6.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.16% | 2113.36%-2088.2pp | 1501.67%-1476.5pp | 578.59%-553.4pp |
| Employer contribution / active EE | $15,741 | $6,275+150.9% | $5,444+189.1% | $4,876+222.8% |
| Participant deferral / active EE | $13,504 | $7,270+85.7% | $6,568+105.6% | $5,439+148.3% |
| Admin fee / account holder | $17,345 | $13,799+25.7% | $11,282+53.7% | $10,886+59.3% |