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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 | $182,026 | $171,867+5.9% | $149,721+21.6% | $147,586+23.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.34% | 2113.36%-2096.0pp | 1501.67%-1484.3pp | 578.59%-561.3pp |
| Employer contribution / active EE | $18,090 | $6,275+188.3% | $5,444+232.3% | $4,876+271.0% |
| Participant deferral / active EE | $13,894 | $7,270+91.1% | $6,568+111.5% | $5,439+155.5% |
| Admin fee / account holder | $2,378 | $13,799-82.8% | $11,282-78.9% | $10,886-78.2% |