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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 | $143,271 | $176,688-18.9% | $130,660+9.7% | $152,897-6.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 25.68% | 2693.08%-2667.4pp | 1709.29%-1683.6pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,589 | $5,743-72.3% | $4,092-61.2% | $4,764-66.6% |
| Participant deferral / active EE | $17,502 | $4,362+301.2% | $3,603+385.8% | $5,851+199.1% |
| Admin fee / account holder | $454 | $7,131-93.6% | $5,463-91.7% | $11,599-96.1% |