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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 | $144,668 | $102,595+41.0% | $94,057+53.8% | $154,746-6.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.12% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $25,840 | $3,147+721.0% | $2,933+781.0% | $4,379+490.1% |
| Participant deferral / active EE | $17,961 | $5,118+250.9% | $4,709+281.4% | $6,730+166.9% |
| Admin fee / account holder | $7,629 | $7,736-1.4% | $7,244+5.3% | $14,365-46.9% |