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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 | $109,913 | $171,867-36.0% | $149,721-26.6% | $147,586-25.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.18% | 2113.36%-2101.2pp | 1501.67%-1489.5pp | 578.59%-566.4pp |
| Employer contribution / active EE | $2,767 | $6,275-55.9% | $5,444-49.2% | $4,876-43.3% |
| Participant deferral / active EE | $13,292 | $7,270+82.8% | $6,568+102.4% | $5,439+144.4% |
| Admin fee / account holder | $7,278 | $13,799-47.3% | $11,282-35.5% | $10,886-33.1% |