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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 | $197,520 | $97,729+102.1% | $83,830+135.6% | $135,379+45.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.67% | 1287.52%-1281.8pp | 850.97%-845.3pp | 519.79%-514.1pp |
| Employer contribution / active EE | $4,267 | $4,222+1.1% | $3,631+17.5% | $4,779-10.7% |
| Participant deferral / active EE | $7,913 | $4,683+69.0% | $4,082+93.9% | $5,609+41.1% |
| Admin fee / account holder | $4,052 | $6,674-39.3% | $5,479-26.0% | $10,828-62.6% |