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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 | $91,916 | $171,867-46.5% | $149,716-38.6% | $147,585-37.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.07% | 2113.36%-2093.3pp | 1501.67%-1481.6pp | 578.58%-558.5pp |
| Employer contribution / active EE | $15,972 | $6,275+154.6% | $5,444+193.4% | $4,876+227.5% |
| Participant deferral / active EE | $12,917 | $7,270+77.7% | $6,568+96.7% | $5,439+137.5% |
| Admin fee / account holder | $18,803 | $13,799+36.3% | $11,282+66.7% | $10,886+72.7% |