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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 | $101,325 | $171,867-41.0% | $149,721-32.3% | $147,586-31.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.59% | 2113.36%-2091.8pp | 1501.67%-1480.1pp | 578.59%-557.0pp |
| Employer contribution / active EE | $6,482 | $6,275+3.3% | $5,444+19.1% | $4,876+32.9% |
| Participant deferral / active EE | $12,893 | $7,270+77.3% | $6,568+96.3% | $5,439+137.1% |
| Admin fee / account holder | $3,474 | $13,799-74.8% | $11,282-69.2% | $10,886-68.1% |