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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 | $62,221 | $171,867-63.8% | $149,721-58.4% | $147,586-57.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.51% | 2113.36%-2101.9pp | 1501.67%-1490.2pp | 578.59%-567.1pp |
| Employer contribution / active EE | $5,819 | $6,275-7.3% | $5,444+6.9% | $4,876+19.3% |
| Participant deferral / active EE | $11,847 | $7,270+63.0% | $6,568+80.4% | $5,439+117.8% |
| Admin fee / account holder | $2,335 | $13,799-83.1% | $11,282-79.3% | $10,886-78.5% |