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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 | $141,059 | $109,872+28.4% | $98,483+43.2% | $167,536-15.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.18% | 1959.31%-1948.1pp | 1494.38%-1483.2pp | 478.82%-467.6pp |
| Employer contribution / active EE | $6,668 | $3,225+106.8% | $2,961+125.2% | $4,839+37.8% |
| Participant deferral / active EE | $4,980 | $4,673+6.6% | $4,276+16.5% | $6,342-21.5% |
| Admin fee / account holder | $5,995 | $6,757-11.3% | $5,953+0.7% | $12,315-51.3% |