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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 | $74,142 | $171,867-56.9% | $149,721-50.5% | $147,586-49.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.61% | 2113.36%-2100.8pp | 1501.67%-1489.1pp | 578.59%-566.0pp |
| Employer contribution / active EE | $5,145 | $6,275-18.0% | $5,444-5.5% | $4,876+5.5% |
| Participant deferral / active EE | $10,716 | $7,270+47.4% | $6,568+63.2% | $5,439+97.0% |
| Admin fee / account holder | $3,004 | $13,799-78.2% | $11,282-73.4% | $10,886-72.4% |