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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 | $94,998 | $72,426+31.2% | $67,560+40.6% | $145,897-34.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.22% | 7226.78%-7214.6pp | 3533.50%-3521.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $4,315 | $3,074+40.4% | $2,737+57.7% | $4,663-7.5% |
| Participant deferral / active EE | $11,465 | $4,785+139.6% | $4,004+186.3% | $6,689+71.4% |
| Admin fee / account holder | $17,808 | $5,514+223.0% | $3,994+345.9% | $13,390+33.0% |