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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 | $106,179 | $171,867-38.2% | $149,716-29.1% | $147,585-28.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.43% | 2113.36%-2091.9pp | 1501.67%-1480.2pp | 578.58%-557.1pp |
| Employer contribution / active EE | $2,330 | $6,275-62.9% | $5,444-57.2% | $4,876-52.2% |
| Participant deferral / active EE | $7,658 | $7,270+5.3% | $6,568+16.6% | $5,439+40.8% |
| Admin fee / account holder | $24,167 | $13,799+75.1% | $11,282+114.2% | $10,886+122.0% |