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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 | $113,678 | $150,447-24.4% | $136,298-16.6% | $147,586-23.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 40.38% | 1049.15%-1008.8pp | 5156.27%-5115.9pp | 578.59%-538.2pp |
| Employer contribution / active EE | $14,754 | $5,256+180.7% | $4,696+214.2% | $4,876+202.6% |
| Participant deferral / active EE | $13,795 | $6,631+108.1% | $6,247+120.8% | $5,439+153.7% |
| Admin fee / account holder | $1,720 | $10,906-84.2% | $9,244-81.4% | $10,886-84.2% |