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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 | $147,915 | $76,368+93.7% | $67,681+118.5% | $154,746-4.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 21.83% | 1066.77%-1044.9pp | 590.58%-568.8pp | 172.34%-150.5pp |
| Employer contribution / active EE | $6,006 | $3,151+90.6% | $2,678+124.2% | $4,379+37.2% |
| Participant deferral / active EE | $17,614 | $4,824+265.1% | $3,976+343.0% | $6,730+161.7% |
| Admin fee / account holder | $1,089 | $8,559-87.3% | $6,100-82.2% | $14,365-92.4% |