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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 | $104,332 | $159,978-34.8% | $147,041-29.0% | $145,978-28.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 768.41% | 98.36%+670.0pp | 419.21%+349.2pp | 550.52%+217.9pp |
| Employer contribution / active EE | $8,294 | $5,288+56.8% | $4,935+68.1% | $4,662+77.9% |
| Participant deferral / active EE | $12,271 | $8,429+45.6% | $8,071+52.0% | $6,690+83.4% |
| Admin fee / account holder | $1,250 | $15,053-91.7% | $13,006-90.4% | $13,400-90.7% |