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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 | $121,039 | $171,867-29.6% | $149,716-19.2% | $147,585-18.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.68% | 2113.36%-2093.7pp | 1501.67%-1482.0pp | 578.58%-558.9pp |
| Employer contribution / active EE | $3,985 | $6,275-36.5% | $5,444-26.8% | $4,876-18.3% |
| Participant deferral / active EE | $9,032 | $7,270+24.2% | $6,568+37.5% | $5,439+66.1% |
| Admin fee / account holder | $574 | $13,799-95.8% | $11,282-94.9% | $10,886-94.7% |