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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 | $118,980 | $138,076-13.8% | $123,553-3.7% | $135,380-12.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1215.53% | 153.70%+1061.8pp | 119.21%+1096.3pp | 519.81%+695.7pp |
| Employer contribution / active EE | $3,951 | $5,152-23.3% | $4,628-14.6% | $4,779-17.3% |
| Participant deferral / active EE | $10,708 | $6,800+57.5% | $6,426+66.6% | $5,609+90.9% |
| Admin fee / account holder | $674 | $10,917-93.8% | $9,284-92.7% | $10,828-93.8% |