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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 | $192,685 | $171,867+12.1% | $149,721+28.7% | $147,586+30.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.87% | 2113.36%-2097.5pp | 1501.67%-1485.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $19,002 | $6,275+202.8% | $5,444+249.0% | $4,876+289.7% |
| Participant deferral / active EE | $4,913 | $7,270-32.4% | $6,568-25.2% | $5,439-9.7% |
| Admin fee / account holder | $55,619 | $13,799+303.1% | $11,282+393.0% | $10,886+410.9% |