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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 | $148,768 | $88,778+67.6% | $81,844+81.8% | $145,884+2.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.17% | 1033.03%-1019.9pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,305 | $3,087+7.1% | $2,916+13.3% | $4,662-29.1% |
| Participant deferral / active EE | $4,936 | $4,648+6.2% | $4,323+14.2% | $6,690-26.2% |
| Admin fee / account holder | $38,047 | $8,430+351.3% | $7,355+417.3% | $13,392+184.1% |