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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 | $149,114 | $155,833-4.3% | $124,693+19.6% | $167,536-11.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.04% | 17.98%-4.9pp | 5144.19%-5131.2pp | 478.82%-465.8pp |
| Employer contribution / active EE | $5,118 | $4,164+22.9% | $3,324+54.0% | $4,839+5.8% |
| Participant deferral / active EE | $12,845 | $5,675+126.3% | $4,615+178.3% | $6,342+102.5% |
| Admin fee / account holder | $3,638 | $9,534-61.8% | $7,494-51.5% | $12,315-70.5% |