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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 | $137,176 | $171,867-20.2% | $149,718-8.4% | $147,585-7.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.74% | 2113.36%-2097.6pp | 1501.70%-1486.0pp | 578.57%-562.8pp |
| Employer contribution / active EE | $12,650 | $6,275+101.6% | $5,444+132.3% | $4,876+159.4% |
| Participant deferral / active EE | $8,712 | $7,270+19.8% | $6,568+32.6% | $5,439+60.2% |
| Admin fee / account holder | $4,717 | $13,799-65.8% | $11,283-58.2% | $10,885-56.7% |