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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 | $156,314 | $171,867-9.0% | $149,716+4.4% | $147,585+5.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.21% | 2113.36%-2101.2pp | 1501.67%-1489.5pp | 578.58%-566.4pp |
| Employer contribution / active EE | $3,908 | $6,275-37.7% | $5,444-28.2% | $4,876-19.9% |
| Participant deferral / active EE | $8,991 | $7,270+23.7% | $6,568+36.9% | $5,439+65.3% |
| Admin fee / account holder | $8,696 | $13,799-37.0% | $11,282-22.9% | $10,886-20.1% |