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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 | $73,421+101.5% | $66,439+122.6% | $155,188-4.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 21.83% | 1382.37%-1360.5pp | 757.66%-735.8pp | 148.84%-127.0pp |
| Employer contribution / active EE | $6,006 | $3,039+97.6% | $2,637+127.8% | $4,248+41.4% |
| Participant deferral / active EE | $17,614 | $4,680+276.4% | $3,876+354.4% | $6,531+169.7% |
| Admin fee / account holder | $1,089 | $8,856-87.7% | $6,173-82.4% | $14,480-92.5% |