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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 | $140,508 | $100,895+39.3% | $90,430+55.4% | $158,950-11.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.98% | 1725.54%-1718.6pp | 1293.73%-1286.8pp | 302.91%-295.9pp |
| Employer contribution / active EE | $9,665 | $3,689+162.0% | $3,262+196.3% | $4,762+103.0% |
| Participant deferral / active EE | $7,208 | $4,347+65.8% | $3,963+81.9% | $5,983+20.5% |
| Admin fee / account holder | $48,837 | $6,505+650.7% | $5,613+770.0% | $11,248+334.2% |