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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 | $144,429 | $173,526-16.8% | $136,072+6.1% | $145,884-1.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 13.37% | 1167.12%-1153.7pp | 580.46%-567.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $4,500 | $5,285-14.9% | $4,216+6.7% | $4,662-3.5% |
| Participant deferral / active EE | $22,210 | $8,711+155.0% | $7,028+216.0% | $6,690+232.0% |
| Admin fee / account holder | $31,706 | $9,665+228.1% | $6,718+372.0% | $13,392+136.8% |