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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 | $66,121 | $171,867-61.5% | $149,721-55.8% | $147,586-55.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.27% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.3pp |
| Employer contribution / active EE | $2,923 | $6,275-53.4% | $5,444-46.3% | $4,876-40.1% |
| Participant deferral / active EE | $6,537 | $7,270-10.1% | $6,568-0.5% | $5,439+20.2% |
| Admin fee / account holder | $2,505 | $13,799-81.8% | $11,282-77.8% | $10,886-77.0% |