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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 | $74,529 | $171,867-56.6% | $149,721-50.2% | $147,586-49.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 85.42% | 2113.36%-2027.9pp | 1501.67%-1416.3pp | 578.59%-493.2pp |
| Employer contribution / active EE | $4,194 | $6,275-33.2% | $5,444-23.0% | $4,876-14.0% |
| Participant deferral / active EE | $8,150 | $7,270+12.1% | $6,568+24.1% | $5,439+49.8% |
| Admin fee / account holder | $1,046 | $13,799-92.4% | $11,282-90.7% | $10,886-90.4% |