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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 | $154,542 | $171,865-10.1% | $149,718+3.2% | $147,585+4.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.52% | 2113.29%-2097.8pp | 1501.67%-1486.1pp | 578.56%-563.0pp |
| Employer contribution / active EE | $2,177 | $6,275-65.3% | $5,445-60.0% | $4,876-55.4% |
| Participant deferral / active EE | $9,267 | $7,270+27.5% | $6,569+41.1% | $5,439+70.4% |
| Admin fee / account holder | $1,539 | $13,799-88.8% | $11,283-86.4% | $10,885-85.9% |