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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 | $217,639 | $171,867+26.6% | $149,721+45.4% | $147,586+47.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.65% | 2113.36%-2098.7pp | 1501.67%-1487.0pp | 578.59%-563.9pp |
| Employer contribution / active EE | $10,291 | $6,275+64.0% | $5,444+89.0% | $4,876+111.0% |
| Participant deferral / active EE | $11,448 | $7,270+57.5% | $6,568+74.3% | $5,439+110.5% |
| Admin fee / account holder | $9,782 | $13,799-29.1% | $11,282-13.3% | $10,886-10.1% |