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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 | $61,291 | $171,867-64.3% | $149,721-59.1% | $147,586-58.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.84% | 2113.36%-2103.5pp | 1501.67%-1491.8pp | 578.59%-568.8pp |
| Employer contribution / active EE | $1,667 | $6,275-73.4% | $5,444-69.4% | $4,876-65.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,000 | $13,799+15.9% | $11,282+41.8% | $10,886+47.0% |