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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 | $149,803 | $88,815+68.7% | $81,882+82.9% | $145,897+2.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.00% | 1033.75%-1018.7pp | 779.47%-764.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $13,073 | $3,086+323.6% | $2,916+348.3% | $4,663+180.4% |
| Participant deferral / active EE | $13,173 | $4,647+183.5% | $4,323+204.7% | $6,689+96.9% |
| Admin fee / account holder | $7,230 | $8,434-14.3% | $7,360-1.8% | $13,390-46.0% |