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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 | $67,081 | $171,865-61.0% | $149,718-55.2% | $147,585-54.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.11% | 2113.29%-2100.2pp | 1501.67%-1488.6pp | 578.56%-565.5pp |
| Employer contribution / active EE | $7,490 | $6,275+19.4% | $5,445+37.6% | $4,876+53.6% |
| Participant deferral / active EE | $4,629 | $7,270-36.3% | $6,569-29.5% | $5,439-14.9% |
| Admin fee / account holder | $851 | $13,799-93.8% | $11,283-92.5% | $10,885-92.2% |