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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 | $220,010 | $171,865+28.0% | $149,718+46.9% | $147,585+49.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.64% | 2113.29%-2101.7pp | 1501.67%-1490.0pp | 578.56%-566.9pp |
| Employer contribution / active EE | $8,252 | $6,275+31.5% | $5,445+51.6% | $4,876+69.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,852 | $13,799+0.4% | $11,283+22.8% | $10,885+27.2% |