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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 | $75,267 | $171,867-56.2% | $149,716-49.7% | $147,585-49.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.17% | 2113.36%-2096.2pp | 1501.67%-1484.5pp | 578.58%-561.4pp |
| Employer contribution / active EE | $2,505 | $6,275-60.1% | $5,444-54.0% | $4,876-48.6% |
| Participant deferral / active EE | $14,260 | $7,270+96.1% | $6,568+117.1% | $5,439+162.2% |
| Admin fee / account holder | $2,096 | $13,799-84.8% | $11,282-81.4% | $10,886-80.7% |