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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 | $144,126 | $171,867-16.1% | $149,721-3.7% | $147,586-2.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.57% | 2113.36%-2094.8pp | 1501.67%-1483.1pp | 578.59%-560.0pp |
| Employer contribution / active EE | $10,388 | $6,275+65.6% | $5,444+90.8% | $4,876+113.0% |
| Participant deferral / active EE | $10,848 | $7,270+49.2% | $6,568+65.2% | $5,439+99.5% |
| Admin fee / account holder | $536 | $13,799-96.1% | $11,282-95.3% | $10,886-95.1% |