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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 | $163,166 | $100,938+61.6% | $90,461+80.4% | $158,982+2.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.74% | 1727.20%-1713.5pp | 1294.76%-1281.0pp | 302.99%-289.2pp |
| Employer contribution / active EE | $5,141 | $3,691+39.3% | $3,264+57.5% | $4,763+7.9% |
| Participant deferral / active EE | $10,463 | $4,350+140.5% | $3,964+163.9% | $5,983+74.9% |
| Admin fee / account holder | $1,456 | $6,510-77.6% | $5,617-74.1% | $11,252-87.1% |