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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 | $155,927 | $171,867-9.3% | $149,721+4.1% | $147,586+5.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.43% | 2113.36%-2096.9pp | 1501.67%-1485.2pp | 578.59%-562.2pp |
| Employer contribution / active EE | $31,858 | $6,275+407.7% | $5,444+485.2% | $4,876+553.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,112 | $13,799-91.9% | $11,282-90.1% | $10,886-89.8% |