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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 | $100,938+39.2% | $90,461+55.3% | $158,982-11.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.98% | 1727.20%-1720.2pp | 1294.76%-1287.8pp | 302.99%-296.0pp |
| Employer contribution / active EE | $9,665 | $3,691+161.8% | $3,264+196.1% | $4,763+102.9% |
| Participant deferral / active EE | $7,208 | $4,350+65.7% | $3,964+81.8% | $5,983+20.5% |
| Admin fee / account holder | $48,837 | $6,510+650.2% | $5,617+769.5% | $11,252+334.0% |