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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 | $146,046 | $88,710+64.6% | $81,783+78.6% | $145,959+0.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.32% | 1027.26%-1009.9pp | 775.05%-757.7pp | 561.95%-544.6pp |
| Employer contribution / active EE | $2,930 | $3,083-5.0% | $2,913+0.6% | $4,661-37.1% |
| Participant deferral / active EE | $25,167 | $4,645+441.8% | $4,320+482.5% | $6,689+276.3% |
| Admin fee / account holder | $1,005 | $8,407-88.0% | $7,380-86.4% | $13,398-92.5% |