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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 | $147,416 | $73,518+100.5% | $63,003+134.0% | $147,585-0.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 10.53% | 175.46%-164.9pp | 87.59%-77.1pp | 578.57%-568.0pp |
| Employer contribution / active EE | $8,955 | $3,322+169.6% | $2,760+224.5% | $4,876+83.6% |
| Participant deferral / active EE | $10,303 | $4,183+146.3% | $3,329+209.5% | $5,439+89.4% |
| Admin fee / account holder | $3,601 | $5,952-39.5% | $3,6000% | $10,885-66.9% |