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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 | $82,432 | $171,867-52.0% | $149,721-44.9% | $147,586-44.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 37.40% | 2113.36%-2076.0pp | 1501.67%-1464.3pp | 578.59%-541.2pp |
| Employer contribution / active EE | $2,392 | $6,275-61.9% | $5,444-56.1% | $4,876-51.0% |
| Participant deferral / active EE | $16,620 | $7,270+128.6% | $6,568+153.0% | $5,439+205.6% |
| Admin fee / account holder | $522 | $13,799-96.2% | $11,282-95.4% | $10,886-95.2% |