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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 | $131,791 | $88,710+48.6% | $81,783+61.1% | $145,959-9.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.20% | 1027.26%-1012.1pp | 775.05%-759.9pp | 561.95%-546.8pp |
| Employer contribution / active EE | $10,159 | $3,083+229.5% | $2,913+248.8% | $4,661+118.0% |
| Participant deferral / active EE | $6,170 | $4,645+32.8% | $4,320+42.8% | $6,689-7.7% |
| Admin fee / account holder | $827 | $8,407-90.2% | $7,380-88.8% | $13,398-93.8% |