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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 | $140,898 | $171,867-18.0% | $149,721-5.9% | $147,586-4.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.43% | 2113.36%-2089.9pp | 1501.67%-1478.2pp | 578.59%-555.2pp |
| Employer contribution / active EE | $15,118 | $6,275+140.9% | $5,444+177.7% | $4,876+210.0% |
| Participant deferral / active EE | $11,460 | $7,270+57.6% | $6,568+74.5% | $5,439+110.7% |
| Admin fee / account holder | $440 | $13,799-96.8% | $11,282-96.1% | $10,886-96.0% |