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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 | $128,199 | $144,130-11.1% | $117,861+8.8% | $147,586-13.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.82% | 531.20%-516.4pp | 335.11%-320.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $5,299 | $4,897+8.2% | $3,786+40.0% | $4,876+8.7% |
| Participant deferral / active EE | $15,488 | $5,316+191.3% | $4,482+245.6% | $5,439+184.8% |
| Admin fee / account holder | $65,509 | $10,887+501.7% | $8,021+716.8% | $10,886+501.8% |