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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 | $134,778 | $97,761+37.9% | $83,850+60.7% | $135,382-0.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 3.18% | 1287.44%-1284.3pp | 850.92%-847.7pp | 519.77%-516.6pp |
| Employer contribution / active EE | $6,217 | $4,222+47.3% | $3,631+71.2% | $4,779+30.1% |
| Participant deferral / active EE | $9,190 | $4,682+96.3% | $4,082+125.2% | $5,609+63.9% |
| Admin fee / account holder | $7,291 | $6,674+9.2% | $5,478+33.1% | $10,829-32.7% |