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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 | $132,908 | $100,911+31.7% | $90,440+47.0% | $158,966-16.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 37.76% | 1726.62%-1688.9pp | 1294.38%-1256.6pp | 302.95%-265.2pp |
| Employer contribution / active EE | $4,000 | $3,690+8.4% | $3,263+22.6% | $4,762-16.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $37,170 | $6,507+471.2% | $5,615+562.0% | $11,250+230.4% |