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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 | $79,994 | $171,865-53.5% | $149,718-46.6% | $147,585-45.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.75% | 2113.29%-2094.5pp | 1501.67%-1482.9pp | 578.56%-559.8pp |
| Employer contribution / active EE | $8,947 | $6,275+42.6% | $5,445+64.3% | $4,876+83.5% |
| Participant deferral / active EE | $9,182 | $7,270+26.3% | $6,569+39.8% | $5,439+68.8% |
| Admin fee / account holder | $15,074 | $13,799+9.2% | $11,283+33.6% | $10,885+38.5% |