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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 | $141,065 | $97,732+44.3% | $83,831+68.3% | $135,380+4.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.50% | 1287.56%-1280.1pp | 850.99%-843.5pp | 519.81%-512.3pp |
| Employer contribution / active EE | $2,500 | $4,222-40.8% | $3,631-31.2% | $4,779-47.7% |
| Participant deferral / active EE | $8,205 | $4,683+75.2% | $4,082+101.0% | $5,609+46.3% |
| Admin fee / account holder | $9,592 | $6,675+43.7% | $5,479+75.1% | $10,828-11.4% |