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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 | $151,112 | $171,867-12.1% | $149,721+0.9% | $147,586+2.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.22% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $2,857 | $6,275-54.5% | $5,444-47.5% | $4,876-41.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,760 | $13,799+36.0% | $11,282+66.3% | $10,886+72.3% |