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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 | $60,951 | $171,867-64.5% | $149,716-59.3% | $147,585-58.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.74% | 2113.36%-2099.6pp | 1501.67%-1487.9pp | 578.58%-564.8pp |
| Employer contribution / active EE | $9,196 | $6,275+46.6% | $5,444+68.9% | $4,876+88.6% |
| Participant deferral / active EE | $6,423 | $7,270-11.7% | $6,568-2.2% | $5,439+18.1% |
| Admin fee / account holder | $7,556 | $13,799-45.2% | $11,282-33.0% | $10,886-30.6% |