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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 | $88,875 | $171,867-48.3% | $149,721-40.6% | $147,586-39.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.85% | 2113.36%-2098.5pp | 1501.67%-1486.8pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,420 | $6,275-77.4% | $5,444-73.9% | $4,876-70.9% |
| Participant deferral / active EE | $2,686 | $7,270-63.1% | $6,568-59.1% | $5,439-50.6% |
| Admin fee / account holder | $392 | $13,799-97.2% | $11,282-96.5% | $10,886-96.4% |