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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 | $133,026 | $171,867-22.6% | $149,721-11.2% | $147,586-9.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.94% | 2113.36%-2088.4pp | 1501.67%-1476.7pp | 578.59%-553.7pp |
| Employer contribution / active EE | $5,690 | $6,275-9.3% | $5,444+4.5% | $4,876+16.7% |
| Participant deferral / active EE | $5,995 | $7,270-17.5% | $6,568-8.7% | $5,439+10.2% |
| Admin fee / account holder | $622 | $13,799-95.5% | $11,282-94.5% | $10,886-94.3% |