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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 | $176,779 | $100,938+75.1% | $90,461+95.4% | $158,982+11.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.75% | 1727.20%-1717.5pp | 1294.76%-1285.0pp | 302.99%-293.2pp |
| Employer contribution / active EE | $3,925 | $3,691+6.3% | $3,264+20.2% | $4,763-17.6% |
| Participant deferral / active EE | $7,600 | $4,350+74.7% | $3,964+91.7% | $5,983+27.0% |
| Admin fee / account holder | $14,287 | $6,510+119.5% | $5,617+154.4% | $11,252+27.0% |