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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 | $70,977 | $171,867-58.7% | $149,721-52.6% | $147,586-51.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.65% | 2113.36%-2096.7pp | 1501.67%-1485.0pp | 578.59%-561.9pp |
| Employer contribution / active EE | $6,987 | $6,275+11.3% | $5,444+28.3% | $4,876+43.3% |
| Participant deferral / active EE | $14,021 | $7,270+92.9% | $6,568+113.5% | $5,439+157.8% |
| Admin fee / account holder | $76,549 | $13,799+454.7% | $11,282+578.5% | $10,886+603.2% |