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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 | $98,957 | $171,867-42.4% | $149,716-33.9% | $147,585-32.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.80% | 2113.36%-2092.6pp | 1501.67%-1480.9pp | 578.58%-557.8pp |
| Employer contribution / active EE | $2,146 | $6,275-65.8% | $5,444-60.6% | $4,876-56.0% |
| Participant deferral / active EE | $21,000 | $7,270+188.9% | $6,568+219.7% | $5,439+286.1% |
| Admin fee / account holder | $12,506 | $13,799-9.4% | $11,282+10.8% | $10,886+14.9% |