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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 | $86,232 | $171,867-49.8% | $149,716-42.4% | $147,585-41.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.62% | 2113.36%-2096.7pp | 1501.67%-1485.0pp | 578.58%-562.0pp |
| Employer contribution / active EE | $5,376 | $6,275-14.3% | $5,444-1.3% | $4,876+10.2% |
| Participant deferral / active EE | $10,252 | $7,270+41.0% | $6,568+56.1% | $5,439+88.5% |
| Admin fee / account holder | $10,368 | $13,799-24.9% | $11,282-8.1% | $10,886-4.8% |