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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 | $135,975 | $97,761+39.1% | $83,850+62.2% | $135,382+0.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.98% | 1287.44%-1282.5pp | 850.92%-845.9pp | 519.77%-514.8pp |
| Employer contribution / active EE | $7,722 | $4,222+82.9% | $3,631+112.7% | $4,779+61.6% |
| Participant deferral / active EE | $6,901 | $4,682+47.4% | $4,082+69.1% | $5,609+23.0% |
| Admin fee / account holder | $6,138 | $6,674-8.0% | $5,478+12.0% | $10,829-43.3% |