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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 | $163,942 | $72,446+126.3% | $67,561+142.7% | $145,877+12.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.58% | 7211.98%-7197.4pp | 3525.44%-3510.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $10,946 | $3,072+256.3% | $2,735+300.2% | $4,663+134.7% |
| Participant deferral / active EE | $4,842 | $4,785+1.2% | $4,003+20.9% | $6,691-27.6% |
| Admin fee / account holder | $6,508 | $5,541+17.5% | $4,006+62.5% | $13,402-51.4% |