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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 | $90,030 | $171,867-47.6% | $149,721-39.9% | $147,586-39.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.69% | 2113.36%-2093.7pp | 1501.67%-1482.0pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,951 | $6,275-68.9% | $5,444-64.2% | $4,876-60.0% |
| Participant deferral / active EE | $7,673 | $7,270+5.5% | $6,568+16.8% | $5,439+41.1% |
| Admin fee / account holder | $5,371 | $13,799-61.1% | $11,282-52.4% | $10,886-50.7% |