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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 | $116,161 | $171,865-32.4% | $149,718-22.4% | $147,585-21.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.42% | 2113.29%-2097.9pp | 1501.67%-1486.3pp | 578.56%-563.1pp |
| Employer contribution / active EE | $7,196 | $6,275+14.7% | $5,445+32.2% | $4,876+47.6% |
| Participant deferral / active EE | $4,454 | $7,270-38.7% | $6,569-32.2% | $5,439-18.1% |
| Admin fee / account holder | $996 | $13,799-92.8% | $11,283-91.2% | $10,885-90.9% |