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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 | $147,165 | $144,130+2.1% | $117,860+24.9% | $147,585-0.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.17% | 531.20%-514.0pp | 335.10%-317.9pp | 578.58%-561.4pp |
| Employer contribution / active EE | $8,219 | $4,897+67.8% | $3,786+117.1% | $4,876+68.5% |
| Participant deferral / active EE | $5,319 | $5,3160% | $4,482+18.7% | $5,439-2.2% |
| Admin fee / account holder | $39,033 | $10,887+258.5% | $8,021+386.7% | $10,886+258.6% |