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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 | $113,641 | $100,938+12.6% | $90,461+25.6% | $158,982-28.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.18% | 1727.20%-1718.0pp | 1294.76%-1285.6pp | 302.99%-293.8pp |
| Employer contribution / active EE | $16,746 | $3,691+353.7% | $3,264+413.1% | $4,763+251.6% |
| Participant deferral / active EE | $9,479 | $4,350+117.9% | $3,964+139.1% | $5,983+58.4% |
| Admin fee / account holder | $5,746 | $6,510-11.7% | $5,617+2.3% | $11,252-48.9% |