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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 | $139,560 | $124,175+12.4% | $108,405+28.7% | $167,536-16.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.41% | 1380.13%-1361.7pp | 905.55%-887.1pp | 478.82%-460.4pp |
| Employer contribution / active EE | $7,318 | $4,188+74.7% | $3,559+105.6% | $4,839+51.2% |
| Participant deferral / active EE | $7,900 | $6,908+14.3% | $6,563+20.4% | $6,342+24.6% |
| Admin fee / account holder | $2,436 | $9,457-74.2% | $7,297-66.6% | $12,315-80.2% |