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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 | $157,740 | $171,867-8.2% | $149,716+5.4% | $147,585+6.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.39% | 2113.36%-2101.0pp | 1501.67%-1489.3pp | 578.58%-566.2pp |
| Employer contribution / active EE | $28,305 | $6,275+351.1% | $5,444+419.9% | $4,876+480.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,372 | $13,799-90.1% | $11,282-87.8% | $10,886-87.4% |