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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 | $140,593 | $149,040-5.7% | $120,225+16.9% | $137,256+2.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.46% | 605.68%-590.2pp | 439.23%-423.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $61,067 | $4,350+1303.8% | $3,475+1657.1% | $4,156+1369.4% |
| Participant deferral / active EE | $23,900 | $4,655+413.5% | $3,999+497.7% | $6,407+273.0% |
| Admin fee / account holder | $1,561 | $6,348-75.4% | $5,696-72.6% | $12,270-87.3% |