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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 | $150,897 | $88,710+70.1% | $81,783+84.5% | $145,959+3.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.27% | 1027.26%-1016.0pp | 775.05%-763.8pp | 561.95%-550.7pp |
| Employer contribution / active EE | $5,299 | $3,083+71.9% | $2,913+81.9% | $4,661+13.7% |
| Participant deferral / active EE | $36,570 | $4,645+687.3% | $4,320+746.5% | $6,689+446.8% |
| Admin fee / account holder | $60,302 | $8,407+617.3% | $7,380+717.1% | $13,398+350.1% |