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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 | $124,998 | $171,867-27.3% | $149,721-16.5% | $147,586-15.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 36.77% | 2113.36%-2076.6pp | 1501.67%-1464.9pp | 578.59%-541.8pp |
| Employer contribution / active EE | $30,678 | $6,275+388.9% | $5,444+463.5% | $4,876+529.1% |
| Participant deferral / active EE | $12,689 | $7,270+74.5% | $6,568+93.2% | $5,439+133.3% |
| Admin fee / account holder | $17,500 | $13,799+26.8% | $11,282+55.1% | $10,886+60.8% |