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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 | $58,851 | $171,867-65.8% | $149,716-60.7% | $147,585-60.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.36% | 2113.36%-2097.0pp | 1501.67%-1485.3pp | 578.58%-562.2pp |
| Employer contribution / active EE | $8,886 | $6,275+41.6% | $5,444+63.2% | $4,876+82.2% |
| Participant deferral / active EE | $8,978 | $7,270+23.5% | $6,568+36.7% | $5,439+65.1% |
| Admin fee / account holder | $1,032 | $13,799-92.5% | $11,282-90.9% | $10,886-90.5% |