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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 | $124,680 | $171,867-27.5% | $149,721-16.7% | $147,586-15.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $12,968 | $6,275+106.7% | $5,444+138.2% | $4,876+165.9% |
| Participant deferral / active EE | $13,028 | $7,270+79.2% | $6,568+98.4% | $5,439+139.5% |
| Admin fee / account holder | $476 | $13,799-96.5% | $11,282-95.8% | $10,886-95.6% |