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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 | $165,593 | $88,710+86.7% | $81,783+102.5% | $145,959+13.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.43% | 1027.26%-1012.8pp | 775.05%-760.6pp | 561.95%-547.5pp |
| Employer contribution / active EE | $7,422 | $3,083+140.7% | $2,913+154.8% | $4,661+59.2% |
| Participant deferral / active EE | $6,372 | $4,645+37.2% | $4,320+47.5% | $6,689-4.7% |
| Admin fee / account holder | $8,008 | $8,407-4.7% | $7,380+8.5% | $13,398-40.2% |