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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 | $151,396 | $100,911+50.0% | $90,440+67.4% | $158,966-4.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.45% | 1726.62%-1715.2pp | 1294.38%-1282.9pp | 302.95%-291.5pp |
| Employer contribution / active EE | $9,286 | $3,690+151.6% | $3,263+184.6% | $4,762+95.0% |
| Participant deferral / active EE | $7,116 | $4,348+63.6% | $3,964+79.5% | $5,983+18.9% |
| Admin fee / account holder | $3,060 | $6,507-53.0% | $5,615-45.5% | $11,250-72.8% |