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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 | $121,930 | $100,868+20.9% | $90,414+34.9% | $158,931-23.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 48.22% | 1724.58%-1676.4pp | 1293.19%-1245.0pp | 302.86%-254.6pp |
| Employer contribution / active EE | $3,120 | $3,689-15.4% | $3,262-4.4% | $4,761-34.5% |
| Participant deferral / active EE | $7,064 | $4,348+62.5% | $3,963+78.2% | $5,982+18.1% |
| Admin fee / account holder | $47,003 | $6,502+622.9% | $5,611+737.6% | $11,247+317.9% |