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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 | $133,709 | $171,867-22.2% | $149,716-10.7% | $147,585-9.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.52% | 2113.36%-2100.8pp | 1501.67%-1489.1pp | 578.58%-566.1pp |
| Employer contribution / active EE | $1,969 | $6,275-68.6% | $5,444-63.8% | $4,876-59.6% |
| Participant deferral / active EE | $9,398 | $7,270+29.3% | $6,568+43.1% | $5,439+72.8% |
| Admin fee / account holder | $11,997 | $13,799-13.1% | $11,282+6.3% | $10,886+10.2% |