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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 | $195,748 | $180,749+8.3% | $160,784+21.7% | $137,256+42.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 63.16% | 2234.46%-2171.3pp | 1803.92%-1740.8pp | 220.34%-157.2pp |
| Employer contribution / active EE | $25,001 | $4,155+501.7% | $3,733+569.8% | $4,156+501.5% |
| Participant deferral / active EE | $21,760 | $6,844+217.9% | $6,293+245.8% | $6,407+239.6% |
| Admin fee / account holder | $1,997 | $10,397-80.8% | $9,717-79.5% | $12,270-83.7% |