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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 | $146,131 | $171,867-15.0% | $149,721-2.4% | $147,586-1.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.29% | 2113.36%-2102.1pp | 1501.67%-1490.4pp | 578.59%-567.3pp |
| Employer contribution / active EE | $20,015 | $6,275+219.0% | $5,444+267.6% | $4,876+310.4% |
| Participant deferral / active EE | $17,440 | $7,270+139.9% | $6,568+165.5% | $5,439+220.7% |
| Admin fee / account holder | $21,089 | $13,799+52.8% | $11,282+86.9% | $10,886+93.7% |