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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 | $171,603 | $100,938+70.0% | $90,461+89.7% | $158,982+7.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.60% | 1727.20%-1713.6pp | 1294.76%-1281.2pp | 302.99%-289.4pp |
| Employer contribution / active EE | $11,566 | $3,691+213.3% | $3,264+254.4% | $4,763+142.8% |
| Participant deferral / active EE | $7,117 | $4,350+63.6% | $3,964+79.5% | $5,983+18.9% |
| Admin fee / account holder | $9,172 | $6,510+40.9% | $5,617+63.3% | $11,252-18.5% |