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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 | $154,273 | $156,963-1.7% | $121,204+27.3% | $139,466+10.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.48% | 1476.75%-1466.3pp | 987.18%-976.7pp | 373.66%-363.2pp |
| Employer contribution / active EE | $3,761 | $5,544-32.2% | $4,170-9.8% | $4,754-20.9% |
| Participant deferral / active EE | $7,353 | $4,848+51.7% | $4,083+80.1% | $6,712+9.6% |
| Admin fee / account holder | $505 | $6,953-92.7% | $5,651-91.1% | $11,409-95.6% |