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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 | $58,811 | $171,867-65.8% | $149,721-60.7% | $147,586-60.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.73% | 2113.36%-2095.6pp | 1501.67%-1483.9pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,757 | $6,275-72.0% | $5,444-67.7% | $4,876-64.0% |
| Participant deferral / active EE | $13,051 | $7,270+79.5% | $6,568+98.7% | $5,439+140.0% |
| Admin fee / account holder | $486 | $13,799-96.5% | $11,282-95.7% | $10,886-95.5% |