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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 | $117,333 | $171,867-31.7% | $149,718-21.6% | $147,585-20.5% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.0pp | 82.8%+11.3pp |
| Annual return | 12.14% | 2113.36%-2101.2pp | 1501.70%-1489.6pp | 578.57%-566.4pp |
| Employer contribution / active EE | $4,769 | $6,275-24.0% | $5,444-12.4% | $4,876-2.2% |
| Participant deferral / active EE | $10,577 | $7,270+45.5% | $6,568+61.0% | $5,439+94.5% |
| Admin fee / account holder | $541 | $13,799-96.1% | $11,283-95.2% | $10,885-95.0% |