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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 | $184,081 | $97,729+88.4% | $83,830+119.6% | $135,379+36.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.61% | 1287.52%-1278.9pp | 850.97%-842.4pp | 519.79%-511.2pp |
| Employer contribution / active EE | $8,977 | $4,222+112.6% | $3,631+147.2% | $4,779+87.9% |
| Participant deferral / active EE | $6,008 | $4,683+28.3% | $4,082+47.2% | $5,609+7.1% |
| Admin fee / account holder | $9,021 | $6,674+35.2% | $5,479+64.7% | $10,828-16.7% |