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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 | $105,581 | $171,867-38.6% | $149,721-29.5% | $147,586-28.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.97% | 2113.36%-2098.4pp | 1501.67%-1486.7pp | 578.59%-563.6pp |
| Employer contribution / active EE | $14,793 | $6,275+135.8% | $5,444+171.7% | $4,876+203.4% |
| Participant deferral / active EE | $13,500 | $7,270+85.7% | $6,568+105.5% | $5,439+148.2% |
| Admin fee / account holder | $558 | $13,799-96.0% | $11,282-95.1% | $10,886-94.9% |