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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 | $144,005 | $156,963-8.3% | $121,204+18.8% | $139,466+3.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.24% | 1476.75%-1465.5pp | 987.18%-975.9pp | 373.66%-362.4pp |
| Employer contribution / active EE | $5,852 | $5,544+5.6% | $4,170+40.4% | $4,754+23.1% |
| Participant deferral / active EE | $11,814 | $4,848+143.7% | $4,083+189.4% | $6,712+76.0% |
| Admin fee / account holder | $3,582 | $6,953-48.5% | $5,651-36.6% | $11,409-68.6% |