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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 | $123,083 | $171,867-28.4% | $149,721-17.8% | $147,586-16.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.88% | 2113.36%-2093.5pp | 1501.67%-1481.8pp | 578.59%-558.7pp |
| Employer contribution / active EE | $6,605 | $6,275+5.3% | $5,444+21.3% | $4,876+35.4% |
| Participant deferral / active EE | $9,265 | $7,270+27.4% | $6,568+41.1% | $5,439+70.3% |
| Admin fee / account holder | $4,937 | $13,799-64.2% | $11,282-56.2% | $10,886-54.7% |