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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 | $157,983 | $171,867-8.1% | $149,721+5.5% | $147,586+7.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.85% | 2113.36%-2092.5pp | 1501.67%-1480.8pp | 578.59%-557.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,351 | $7,270+42.4% | $6,568+57.6% | $5,439+90.3% |
| Admin fee / account holder | $570 | $13,799-95.9% | $11,282-94.9% | $10,886-94.8% |