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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 | $146,479 | $72,446+102.2% | $67,561+116.8% | $145,877+0.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.78% | 7211.98%-7200.2pp | 3525.44%-3513.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $4,435 | $3,072+44.4% | $2,735+62.2% | $4,663-4.9% |
| Participant deferral / active EE | $6,185 | $4,785+29.3% | $4,003+54.5% | $6,691-7.6% |
| Admin fee / account holder | $1,944 | $5,541-64.9% | $4,006-51.5% | $13,402-85.5% |