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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 | $248,847 | $171,867+44.8% | $149,721+66.2% | $147,586+68.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.61% | 2113.36%-2102.8pp | 1501.67%-1491.1pp | 578.59%-568.0pp |
| Employer contribution / active EE | $4,591 | $6,275-26.8% | $5,444-15.7% | $4,876-5.9% |
| Participant deferral / active EE | $10,111 | $7,270+39.1% | $6,568+53.9% | $5,439+85.9% |
| Admin fee / account holder | $763 | $13,799-94.5% | $11,282-93.2% | $10,886-93.0% |