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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 | $168,979 | $175,231-3.6% | $149,696+12.9% | $139,466+21.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1708.78% | 166.77%+1542.0pp | 134.46%+1574.3pp | 373.66%+1335.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $25,000 | $6,521+283.4% | $5,682+340.0% | $6,712+272.5% |
| Admin fee / account holder | $1,048 | $16,155-93.5% | $13,212-92.1% | $11,409-90.8% |