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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 | $152,572 | $171,492-11.0% | $150,734+1.2% | $198,609-23.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 5.64% | 804.70%-799.1pp | 600.81%-595.2pp | 202.70%-197.1pp |
| Employer contribution / active EE | $14,471 | $5,470+164.6% | $4,918+194.2% | $5,055+186.2% |
| Participant deferral / active EE | $9,977 | $6,259+59.4% | $5,610+77.9% | $6,977+43.0% |
| Admin fee / account holder | $32,958 | $17,628+87.0% | $14,905+121.1% | $19,030+73.2% |