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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 | $142,467 | $100,895+41.2% | $90,430+57.5% | $158,950-10.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.19% | 1725.54%-1709.4pp | 1293.73%-1277.5pp | 302.91%-286.7pp |
| Employer contribution / active EE | $14,157 | $3,689+283.8% | $3,262+334.0% | $4,762+197.3% |
| Participant deferral / active EE | $15,458 | $4,347+255.6% | $3,963+290.1% | $5,983+158.4% |
| Admin fee / account holder | $592 | $6,505-90.9% | $5,613-89.5% | $11,248-94.7% |