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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 | $91,218 | $171,867-46.9% | $149,721-39.1% | $147,586-38.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.93% | 2113.36%-2096.4pp | 1501.67%-1484.7pp | 578.59%-561.7pp |
| Employer contribution / active EE | $9,297 | $6,275+48.2% | $5,444+70.8% | $4,876+90.7% |
| Participant deferral / active EE | $13,639 | $7,270+87.6% | $6,568+107.7% | $5,439+150.8% |
| Admin fee / account holder | $62,177 | $13,799+350.6% | $11,282+451.1% | $10,886+471.2% |