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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 | $104,609 | $65,440+59.9% | $98,506+6.2% | $85,851+21.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.33% | 21.75%-4.4pp | 1494.92%-1477.6pp | 318.63%-301.3pp |
| Employer contribution / active EE | $11,234 | $2,169+417.9% | $2,961+279.4% | $2,565+337.9% |
| Participant deferral / active EE | $7,793 | $3,168+146.0% | $4,277+82.2% | $3,952+97.2% |
| Admin fee / account holder | $8,350 | $4,596+81.7% | $5,955+40.2% | $6,261+33.4% |