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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 | $95,664 | $171,867-44.3% | $149,721-36.1% | $147,586-35.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.18% | 2113.36%-2097.2pp | 1501.67%-1485.5pp | 578.59%-562.4pp |
| Employer contribution / active EE | $3,326 | $6,275-47.0% | $5,444-38.9% | $4,876-31.8% |
| Participant deferral / active EE | $6,610 | $7,270-9.1% | $6,568+0.6% | $5,439+21.5% |
| Admin fee / account holder | $3,141 | $13,799-77.2% | $11,282-72.2% | $10,886-71.1% |