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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 | $227,696 | $171,867+32.5% | $149,721+52.1% | $147,586+54.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.82% | 2113.36%-2099.5pp | 1501.67%-1487.8pp | 578.59%-564.8pp |
| Employer contribution / active EE | $14,101 | $6,275+124.7% | $5,444+159.0% | $4,876+189.2% |
| Participant deferral / active EE | $7,542 | $7,270+3.7% | $6,568+14.8% | $5,439+38.7% |
| Admin fee / account holder | $9,035 | $13,799-34.5% | $11,282-19.9% | $10,886-17.0% |