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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 | $98,761 | $209,888-52.9% | $189,545-47.9% | $167,553-41.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.46% | 748.66%-731.2pp | 555.36%-537.9pp | 478.89%-461.4pp |
| Employer contribution / active EE | $20,290 | $6,915+193.4% | $6,162+229.3% | $4,840+319.2% |
| Participant deferral / active EE | $16,184 | $8,934+81.1% | $8,220+96.9% | $6,343+155.2% |
| Admin fee / account holder | $66,743 | $14,300+366.7% | $12,049+453.9% | $12,316+441.9% |