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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 | $145,909 | $88,778+64.4% | $81,844+78.3% | $145,8840% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.37% | 1033.03%-1021.7pp | 778.87%-767.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $10,308 | $3,087+233.9% | $2,916+253.4% | $4,662+121.1% |
| Participant deferral / active EE | $9,173 | $4,648+97.3% | $4,323+112.2% | $6,690+37.1% |
| Admin fee / account holder | $4,479 | $8,430-46.9% | $7,355-39.1% | $13,392-66.6% |