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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 | $78,407 | $171,867-54.4% | $149,721-47.6% | $147,586-46.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.30% | 2113.36%-2095.1pp | 1501.67%-1483.4pp | 578.59%-560.3pp |
| Employer contribution / active EE | $12,028 | $6,275+91.7% | $5,444+120.9% | $4,876+146.7% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,214 | $13,799-84.0% | $11,282-80.4% | $10,886-79.7% |