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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 | $95,481 | $171,867-44.4% | $149,721-36.2% | $147,586-35.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.29% | 2113.36%-2097.1pp | 1501.67%-1485.4pp | 578.59%-562.3pp |
| Employer contribution / active EE | $15,178 | $6,275+141.9% | $5,444+178.8% | $4,876+211.2% |
| Participant deferral / active EE | $14,618 | $7,270+101.1% | $6,568+122.6% | $5,439+168.8% |
| Admin fee / account holder | $1,060 | $13,799-92.3% | $11,282-90.6% | $10,886-90.3% |