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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 | $120,627 | $171,865-29.8% | $149,718-19.4% | $147,585-18.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.89% | 2113.29%-2094.4pp | 1501.67%-1482.8pp | 578.56%-559.7pp |
| Employer contribution / active EE | $1,484 | $6,275-76.4% | $5,445-72.7% | $4,876-69.6% |
| Participant deferral / active EE | $7,978 | $7,270+9.7% | $6,569+21.5% | $5,439+46.7% |
| Admin fee / account holder | $1,576 | $13,799-88.6% | $11,283-86.0% | $10,885-85.5% |