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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 | $157,504 | $100,938+56.0% | $90,461+74.1% | $158,982-0.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.79% | 1727.20%-1715.4pp | 1294.76%-1283.0pp | 302.99%-291.2pp |
| Employer contribution / active EE | $5,715 | $3,691+54.8% | $3,264+75.1% | $4,763+20.0% |
| Participant deferral / active EE | $5,860 | $4,350+34.7% | $3,964+47.8% | $5,983-2.1% |
| Admin fee / account holder | $6,106 | $6,510-6.2% | $5,617+8.7% | $11,252-45.7% |