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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 | $145,352 | $76,368+90.3% | $67,681+114.8% | $154,746-6.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.43% | 1066.77%-1052.3pp | 590.58%-576.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $20,513 | $3,151+550.9% | $2,678+665.9% | $4,379+368.4% |
| Participant deferral / active EE | $15,263 | $4,824+216.4% | $3,976+283.9% | $6,730+126.8% |
| Admin fee / account holder | $36,269 | $8,559+323.7% | $6,100+494.6% | $14,365+152.5% |