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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 | $123,090 | $171,867-28.4% | $149,721-17.8% | $147,586-16.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.19% | 2113.36%-2100.2pp | 1501.67%-1488.5pp | 578.59%-565.4pp |
| Employer contribution / active EE | $2,597 | $6,275-58.6% | $5,444-52.3% | $4,876-46.7% |
| Participant deferral / active EE | $5,709 | $7,270-21.5% | $6,568-13.1% | $5,439+5.0% |
| Admin fee / account holder | $2,367 | $13,799-82.9% | $11,282-79.0% | $10,886-78.3% |