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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 | $70,165 | $171,867-59.2% | $149,721-53.1% | $147,586-52.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.04% | 2113.36%-2093.3pp | 1501.67%-1481.6pp | 578.59%-558.6pp |
| Employer contribution / active EE | $14,101 | $6,275+124.7% | $5,444+159.0% | $4,876+189.2% |
| Participant deferral / active EE | $7,428 | $7,270+2.2% | $6,568+13.1% | $5,439+36.6% |
| Admin fee / account holder | $1,372 | $13,799-90.1% | $11,282-87.8% | $10,886-87.4% |