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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 | $62,669 | $171,865-63.5% | $149,718-58.1% | $147,585-57.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.98% | 2113.29%-2096.3pp | 1501.67%-1484.7pp | 578.56%-561.6pp |
| Employer contribution / active EE | $10,944 | $6,275+74.4% | $5,445+101.0% | $4,876+124.4% |
| Participant deferral / active EE | $8,569 | $7,270+17.9% | $6,569+30.5% | $5,439+57.6% |
| Admin fee / account holder | $325 | $13,799-97.6% | $11,283-97.1% | $10,885-97.0% |