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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 | $183,968-28.2% | $162,166-18.5% | $152,870-13.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 1280.19% | 150.77%+1129.4pp | 115.59%+1164.6pp | 345.34%+934.8pp |
| Employer contribution / active EE | $2,992 | $6,371-53.0% | $5,614-46.7% | $4,763-37.2% |
| Participant deferral / active EE | $6,240 | $8,034-22.3% | $7,298-14.5% | $5,850+6.7% |
| Admin fee / account holder | $10,733 | $13,121-18.2% | $10,842-1.0% | $11,597-7.4% |