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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 | $144,891 | $88,778+63.2% | $81,844+77.0% | $145,884-0.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.62% | 1033.03%-1016.4pp | 778.87%-762.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $3,607 | $3,087+16.9% | $2,916+23.7% | $4,662-22.6% |
| Participant deferral / active EE | $8,707 | $4,648+87.3% | $4,323+101.4% | $6,690+30.2% |
| Admin fee / account holder | $15,873 | $8,430+88.3% | $7,355+115.8% | $13,392+18.5% |