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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 | $23,159 | $138,102-83.2% | $125,381-81.5% | $134,532-82.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 75.05% | 750.73%-675.7pp | 572.31%-497.3pp | 418.27%-343.2pp |
| Employer contribution / active EE | $6,321 | $5,245+20.5% | $4,815+31.3% | $4,741+33.3% |
| Participant deferral / active EE | $10,875 | $7,801+39.4% | $7,448+46.0% | $6,401+69.9% |
| Admin fee / account holder | $27,845 | $11,568+140.7% | $10,007+178.2% | $11,429+143.6% |