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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 | $134,437 | $171,867-21.8% | $149,721-10.2% | $147,586-8.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.93% | 2113.36%-2099.4pp | 1501.67%-1487.7pp | 578.59%-564.7pp |
| Employer contribution / active EE | $13,121 | $6,275+109.1% | $5,444+141.0% | $4,876+169.1% |
| Participant deferral / active EE | $15,026 | $7,270+106.7% | $6,568+128.8% | $5,439+176.3% |
| Admin fee / account holder | $16,687 | $13,799+20.9% | $11,282+47.9% | $10,886+53.3% |