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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 | $221,781 | $171,867+29.0% | $149,721+48.1% | $147,586+50.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.47% | 2113.36%-2101.9pp | 1501.67%-1490.2pp | 578.59%-567.1pp |
| Employer contribution / active EE | $15,733 | $6,275+150.7% | $5,444+189.0% | $4,876+222.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $708 | $13,799-94.9% | $11,282-93.7% | $10,886-93.5% |