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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 | $157,865 | $171,867-8.1% | $149,718+5.4% | $147,585+7.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.45% | 2113.36%-2089.9pp | 1501.70%-1478.3pp | 578.57%-555.1pp |
| Employer contribution / active EE | $12,137 | $6,275+93.4% | $5,444+122.9% | $4,876+148.9% |
| Participant deferral / active EE | $11,482 | $7,270+57.9% | $6,568+74.8% | $5,439+111.1% |
| Admin fee / account holder | $2,722 | $13,799-80.3% | $11,283-75.9% | $10,885-75.0% |