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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 | $216,841 | $106,001+104.6% | $92,235+135.1% | $147,585+46.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 1236.57% | 50.05%+1186.5pp | 176.28%+1060.3pp | 578.56%+658.0pp |
| Employer contribution / active EE | $20,298 | $4,333+368.4% | $3,679+451.6% | $4,876+316.2% |
| Participant deferral / active EE | $11,468 | $4,478+156.1% | $3,897+194.3% | $5,439+110.9% |
| Admin fee / account holder | $533 | $6,332-91.6% | $5,194-89.7% | $10,885-95.1% |