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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 | $150,700 | $171,867-12.3% | $149,721+0.7% | $147,586+2.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.33% | 2113.36%-2091.0pp | 1501.67%-1479.3pp | 578.59%-556.3pp |
| Employer contribution / active EE | $15,374 | $6,275+145.0% | $5,444+182.4% | $4,876+215.3% |
| Participant deferral / active EE | $14,077 | $7,270+93.6% | $6,568+114.3% | $5,439+158.8% |
| Admin fee / account holder | $36,858 | $13,799+167.1% | $11,282+226.7% | $10,886+238.6% |