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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 | $147,625 | $150,447-1.9% | $136,298+8.3% | $147,5860% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.48% | 1049.15%-1037.7pp | 5156.27%-5144.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $1,697 | $5,256-67.7% | $4,696-63.9% | $4,876-65.2% |
| Participant deferral / active EE | $2,120 | $6,631-68.0% | $6,247-66.1% | $5,439-61.0% |
| Admin fee / account holder | $12,528 | $10,906+14.9% | $9,244+35.5% | $10,886+15.1% |