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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 | $131,068 | $171,867-23.7% | $149,721-12.5% | $147,586-11.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.60% | 2113.36%-2095.8pp | 1501.67%-1484.1pp | 578.59%-561.0pp |
| Employer contribution / active EE | $9,053 | $6,275+44.3% | $5,444+66.3% | $4,876+85.7% |
| Participant deferral / active EE | $9,835 | $7,270+35.3% | $6,568+49.7% | $5,439+80.8% |
| Admin fee / account holder | $541 | $13,799-96.1% | $11,282-95.2% | $10,886-95.0% |