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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 | $156,927-8.2% | $121,169+18.8% | $139,456+3.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.24% | 1475.85%-1464.6pp | 986.71%-975.5pp | 373.45%-362.2pp |
| Employer contribution / active EE | $5,852 | $5,542+5.6% | $4,168+40.4% | $4,753+23.1% |
| Participant deferral / active EE | $11,814 | $4,848+143.7% | $4,083+189.4% | $6,711+76.0% |
| Admin fee / account holder | $3,582 | $6,946-48.4% | $5,645-36.6% | $11,407-68.6% |