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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 | $234,294 | $88,702+164.1% | $81,780+186.5% | $145,978+60.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.77% | 1029.12%-1019.4pp | 776.27%-766.5pp | 550.52%-540.7pp |
| Employer contribution / active EE | $10,035 | $3,084+225.4% | $2,914+244.4% | $4,662+115.3% |
| Participant deferral / active EE | $11,543 | $4,645+148.5% | $4,321+167.2% | $6,690+72.6% |
| Admin fee / account holder | $36,190 | $8,414+330.1% | $7,384+390.1% | $13,400+170.1% |