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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 | $151,701 | $180,749-16.1% | $160,784-5.6% | $137,256+10.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.14% | 2234.46%-2222.3pp | 1803.92%-1791.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $7,462 | $4,155+79.6% | $3,733+99.9% | $4,156+79.6% |
| Participant deferral / active EE | $8,828 | $6,844+29.0% | $6,293+40.3% | $6,407+37.8% |
| Admin fee / account holder | $10,707 | $10,397+3.0% | $9,717+10.2% | $12,270-12.7% |