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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 | $124,324 | $100,895+23.2% | $90,430+37.5% | $158,950-21.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.18% | 1725.54%-1714.4pp | 1293.73%-1282.5pp | 302.91%-291.7pp |
| Employer contribution / active EE | $14,631 | $3,689+296.6% | $3,262+348.5% | $4,762+207.2% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,123 | $6,505+86.4% | $5,613+116.0% | $11,248+7.8% |