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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 | $166,353 | $171,867-3.2% | $149,721+11.1% | $147,586+12.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.67% | 2113.36%-2095.7pp | 1501.67%-1484.0pp | 578.59%-560.9pp |
| Employer contribution / active EE | $4,473 | $6,275-28.7% | $5,444-17.8% | $4,876-8.3% |
| Participant deferral / active EE | $10,154 | $7,270+39.7% | $6,568+54.6% | $5,439+86.7% |
| Admin fee / account holder | $3,962 | $13,799-71.3% | $11,282-64.9% | $10,886-63.6% |