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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 | $174,072 | $72,426+140.3% | $67,560+157.7% | $145,897+19.3% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 13.61% | 7226.78%-7213.2pp | 3533.50%-3519.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $11,001 | $3,074+257.8% | $2,737+302.0% | $4,663+135.9% |
| Participant deferral / active EE | $11,493 | $4,785+140.2% | $4,004+187.0% | $6,689+71.8% |
| Admin fee / account holder | $50,121 | $5,514+809.0% | $3,994+1154.9% | $13,390+274.3% |