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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 | $144,190 | $97,732+47.5% | $83,831+72.0% | $135,380+6.5% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 10.26% | 1287.56%-1277.3pp | 850.99%-840.7pp | 519.81%-509.5pp |
| Employer contribution / active EE | $2,402 | $4,222-43.1% | $3,631-33.8% | $4,779-49.7% |
| Participant deferral / active EE | $8,655 | $4,683+84.8% | $4,082+112.0% | $5,609+54.3% |
| Admin fee / account holder | $16,047 | $6,675+140.4% | $5,479+192.9% | $10,828+48.2% |