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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 | $137,047 | $100,895+35.8% | $90,430+51.6% | $158,950-13.8% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 7.08% | 1725.54%-1718.5pp | 1293.73%-1286.6pp | 302.91%-295.8pp |
| Employer contribution / active EE | $7,039 | $3,689+90.8% | $3,262+115.8% | $4,762+47.8% |
| Participant deferral / active EE | $5,185 | $4,347+19.3% | $3,963+30.9% | $5,983-13.3% |
| Admin fee / account holder | $2,771 | $6,505-57.4% | $5,613-50.6% | $11,248-75.4% |