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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 | $234,131 | $171,867+36.2% | $149,721+56.4% | $147,586+58.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.42% | 2113.36%-2097.9pp | 1501.67%-1486.3pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,097 | $6,275-66.6% | $5,444-61.5% | $4,876-57.0% |
| Participant deferral / active EE | $5,738 | $7,270-21.1% | $6,568-12.6% | $5,439+5.5% |
| Admin fee / account holder | $11,256 | $13,799-18.4% | $11,282-0.2% | $10,886+3.4% |