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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 | $124,711 | $171,865-27.4% | $149,718-16.7% | $147,585-15.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 97.30% | 2113.29%-2016.0pp | 1501.67%-1404.4pp | 578.56%-481.3pp |
| Employer contribution / active EE | $6,812 | $6,275+8.6% | $5,445+25.1% | $4,876+39.7% |
| Participant deferral / active EE | $15,588 | $7,270+114.4% | $6,569+137.3% | $5,439+186.6% |
| Admin fee / account holder | $94,636 | $13,799+585.8% | $11,283+738.8% | $10,885+769.4% |