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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 | $135,907 | $171,867-20.9% | $149,721-9.2% | $147,586-7.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.84% | 2113.36%-2097.5pp | 1501.67%-1485.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $5,149 | $6,275-17.9% | $5,444-5.4% | $4,876+5.6% |
| Participant deferral / active EE | $10,369 | $7,270+42.6% | $6,568+57.9% | $5,439+90.7% |
| Admin fee / account holder | $9,578 | $13,799-30.6% | $11,282-15.1% | $10,886-12.0% |