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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 | $178,692 | $72,426+146.7% | $67,560+164.5% | $145,897+22.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.99% | 7226.78%-7213.8pp | 3533.50%-3520.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $4,534 | $3,074+47.5% | $2,737+65.7% | $4,663-2.8% |
| Participant deferral / active EE | $9,180 | $4,785+91.8% | $4,004+129.3% | $6,689+37.2% |
| Admin fee / account holder | $5,354 | $5,514-2.9% | $3,994+34.1% | $13,390-60.0% |