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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 | $132,176 | $184,000-28.2% | $162,185-18.5% | $152,909-13.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1280.19% | 150.80%+1129.4pp | 115.61%+1164.6pp | 345.46%+934.7pp |
| Employer contribution / active EE | $2,992 | $6,370-53.0% | $5,613-46.7% | $4,764-37.2% |
| Participant deferral / active EE | $6,240 | $8,033-22.3% | $7,297-14.5% | $5,851+6.6% |
| Admin fee / account holder | $10,733 | $13,124-18.2% | $10,844-1.0% | $11,601-7.5% |