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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 | $134,362 | $156,963-14.4% | $121,204+10.9% | $139,466-3.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.19% | 1476.75%-1459.6pp | 987.18%-970.0pp | 373.66%-356.5pp |
| Employer contribution / active EE | $9,071 | $5,544+63.6% | $4,170+117.6% | $4,754+90.8% |
| Participant deferral / active EE | $11,752 | $4,848+142.4% | $4,083+187.8% | $6,712+75.1% |
| Admin fee / account holder | $1,007 | $6,953-85.5% | $5,651-82.2% | $11,409-91.2% |