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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 | $142,432 | $72,426+96.7% | $67,560+110.8% | $145,897-2.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.72% | 7226.78%-7211.1pp | 3533.50%-3517.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,995 | $3,074-35.1% | $2,737-27.1% | $4,663-57.2% |
| Participant deferral / active EE | $17,291 | $4,785+261.3% | $4,004+331.8% | $6,689+158.5% |
| Admin fee / account holder | $8,043 | $5,514+45.9% | $3,994+101.4% | $13,390-39.9% |