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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 | $153,006 | $171,867-11.0% | $149,721+2.2% | $147,586+3.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.12% | 2113.36%-2097.2pp | 1501.67%-1485.6pp | 578.59%-562.5pp |
| Employer contribution / active EE | $4,192 | $6,275-33.2% | $5,444-23.0% | $4,876-14.0% |
| Participant deferral / active EE | $7,186 | $7,270-1.2% | $6,568+9.4% | $5,439+32.1% |
| Admin fee / account holder | $948 | $13,799-93.1% | $11,282-91.6% | $10,886-91.3% |