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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 | $163,565 | $171,867-4.8% | $149,721+9.2% | $147,586+10.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.99% | 2113.36%-2086.4pp | 1501.67%-1474.7pp | 578.59%-551.6pp |
| Employer contribution / active EE | $8,408 | $6,275+34.0% | $5,444+54.4% | $4,876+72.4% |
| Participant deferral / active EE | $17,937 | $7,270+146.7% | $6,568+173.1% | $5,439+229.8% |
| Admin fee / account holder | $2,746 | $13,799-80.1% | $11,282-75.7% | $10,886-74.8% |