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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 | $42,962 | $171,865-75.0% | $149,718-71.3% | $147,585-70.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 35.02% | 2113.29%-2078.3pp | 1501.67%-1466.6pp | 578.56%-543.5pp |
| Employer contribution / active EE | $2,652 | $6,275-57.7% | $5,445-51.3% | $4,876-45.6% |
| Participant deferral / active EE | $6,701 | $7,270-7.8% | $6,569+2.0% | $5,439+23.2% |
| Admin fee / account holder | $1,525 | $13,799-88.9% | $11,283-86.5% | $10,885-86.0% |