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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 | $146,802 | $156,970-6.5% | $121,210+21.1% | $139,487+5.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 1477.10%-1467.7pp | 987.41%-978.0pp | 373.84%-364.4pp |
| Employer contribution / active EE | $16,339 | $5,546+194.6% | $4,171+291.7% | $4,755+243.6% |
| Participant deferral / active EE | $11,539 | $4,849+137.9% | $4,084+182.6% | $6,713+71.9% |
| Admin fee / account holder | $17,376 | $6,947+150.1% | $5,647+207.7% | $11,407+52.3% |