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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 | $147,913 | $156,927-5.7% | $121,169+22.1% | $139,456+6.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.47% | 1475.85%-1465.4pp | 986.71%-976.2pp | 373.45%-363.0pp |
| Employer contribution / active EE | $1,102 | $5,542-80.1% | $4,168-73.6% | $4,753-76.8% |
| Participant deferral / active EE | $6,291 | $4,848+29.8% | $4,083+54.1% | $6,711-6.3% |
| Admin fee / account holder | $23,552 | $6,946+239.1% | $5,645+317.2% | $11,407+106.5% |