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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 | $151,122 | $144,130+4.9% | $117,861+28.2% | $147,586+2.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.12% | 531.20%-520.1pp | 335.11%-324.0pp | 578.59%-567.5pp |
| Employer contribution / active EE | $21,885 | $4,897+346.9% | $3,786+478.0% | $4,876+348.8% |
| Participant deferral / active EE | $24,000 | $5,316+351.4% | $4,482+435.5% | $5,439+341.3% |
| Admin fee / account holder | $1,693 | $10,887-84.4% | $8,021-78.9% | $10,886-84.4% |