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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 | $148,903 | $99,011+50.4% | $86,582+72.0% | $147,586+0.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.11% | 1312.75%-1299.6pp | 965.08%-952.0pp | 578.59%-565.5pp |
| Employer contribution / active EE | $6,170 | $3,132+97.0% | $2,839+117.3% | $4,876+26.5% |
| Participant deferral / active EE | $3,640 | $3,972-8.4% | $3,609+0.9% | $5,439-33.1% |
| Admin fee / account holder | $17,095 | $5,709+199.4% | $4,904+248.6% | $10,886+57.0% |