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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 | $143,217 | $88,778+61.3% | $81,844+75.0% | $145,884-1.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.60% | 1033.03%-1018.4pp | 778.87%-764.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $6,421 | $3,087+108.0% | $2,916+120.1% | $4,662+37.7% |
| Participant deferral / active EE | $13,712 | $4,648+195.0% | $4,323+217.1% | $6,690+105.0% |
| Admin fee / account holder | $1,094 | $8,430-87.0% | $7,355-85.1% | $13,392-91.8% |