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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 | $92,675 | $171,867-46.1% | $149,721-38.1% | $147,586-37.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.78% | 2113.36%-2089.6pp | 1501.67%-1477.9pp | 578.59%-554.8pp |
| Employer contribution / active EE | $8,697 | $6,275+38.6% | $5,444+59.7% | $4,876+78.3% |
| Participant deferral / active EE | $10,766 | $7,270+48.1% | $6,568+63.9% | $5,439+97.9% |
| Admin fee / account holder | $5,220 | $13,799-62.2% | $11,282-53.7% | $10,886-52.1% |