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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 | $178,029 | $171,867+3.6% | $149,721+18.9% | $147,586+20.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.71% | 2113.36%-2096.7pp | 1501.67%-1485.0pp | 578.59%-561.9pp |
| Employer contribution / active EE | $11,479 | $6,275+82.9% | $5,444+110.8% | $4,876+135.4% |
| Participant deferral / active EE | $10,081 | $7,270+38.7% | $6,568+53.5% | $5,439+85.3% |
| Admin fee / account holder | $206,486 | $13,799+1396.3% | $11,282+1730.2% | $10,886+1796.8% |