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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 | $156,963 | $176,688-11.2% | $130,660+20.1% | $152,909+2.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 9.58% | 2693.08%-2683.5pp | 1709.29%-1699.7pp | 345.46%-335.9pp |
| Employer contribution / active EE | $5,426 | $5,743-5.5% | $4,092+32.6% | $4,764+13.9% |
| Participant deferral / active EE | $4,615 | $4,362+5.8% | $3,603+28.1% | $5,851-21.1% |
| Admin fee / account holder | $599 | $7,131-91.6% | $5,463-89.0% | $11,601-94.8% |