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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 | $142,227 | $171,867-17.2% | $149,716-5.0% | $147,585-3.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.40% | 2113.36%-2092.0pp | 1501.67%-1480.3pp | 578.58%-557.2pp |
| Employer contribution / active EE | $10,602 | $6,275+69.0% | $5,444+94.7% | $4,876+117.4% |
| Participant deferral / active EE | $19,230 | $7,270+164.5% | $6,568+192.8% | $5,439+253.6% |
| Admin fee / account holder | $410 | $13,799-97.0% | $11,282-96.4% | $10,886-96.2% |