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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 | $189,281 | $171,867+10.1% | $149,716+26.4% | $147,585+28.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.83% | 2113.36%-2101.5pp | 1501.67%-1489.8pp | 578.58%-566.8pp |
| Employer contribution / active EE | $27,203 | $6,275+333.5% | $5,444+399.7% | $4,876+457.8% |
| Participant deferral / active EE | $9,172 | $7,270+26.2% | $6,568+39.6% | $5,439+68.6% |
| Admin fee / account holder | $19,888 | $13,799+44.1% | $11,282+76.3% | $10,886+82.7% |