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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 | $151,635 | $150,442+0.8% | $136,295+11.3% | $147,585+2.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.15% | 1049.09%-1028.9pp | 5155.97%-5135.8pp | 578.56%-558.4pp |
| Employer contribution / active EE | $991 | $5,256-81.1% | $4,695-78.9% | $4,876-79.7% |
| Participant deferral / active EE | $7,037 | $6,630+6.1% | $6,247+12.6% | $5,439+29.4% |
| Admin fee / account holder | $707 | $10,905-93.5% | $9,243-92.4% | $10,885-93.5% |