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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 | $159,916 | $171,867-7.0% | $149,721+6.8% | $147,586+8.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.08% | 2113.36%-2101.3pp | 1501.67%-1489.6pp | 578.59%-566.5pp |
| Employer contribution / active EE | $5,094 | $6,275-18.8% | $5,444-6.4% | $4,876+4.5% |
| Participant deferral / active EE | $5,131 | $7,270-29.4% | $6,568-21.9% | $5,439-5.7% |
| Admin fee / account holder | $38,759 | $13,799+180.9% | $11,282+243.5% | $10,886+256.1% |