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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 | $57,849 | $171,867-66.3% | $149,716-61.4% | $147,585-60.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.29% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.58%-566.3pp |
| Employer contribution / active EE | $10,155 | $6,275+61.9% | $5,444+86.5% | $4,876+108.3% |
| Participant deferral / active EE | $10,008 | $7,270+37.7% | $6,568+52.4% | $5,439+84.0% |
| Admin fee / account holder | $14,825 | $13,799+7.4% | $11,282+31.4% | $10,886+36.2% |