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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 | $119,795 | $72,403+65.5% | $67,524+77.4% | $145,978-17.9% |
| Participation rate | 95.8% | 76.9%+19.0pp | 72.9%+22.9pp | 80.3%+15.5pp |
| Annual return | 14.75% | 7197.23%-7182.5pp | 3519.41%-3504.7pp | 550.52%-535.8pp |
| Employer contribution / active EE | $3,690 | $3,072+20.1% | $2,734+35.0% | $4,662-20.9% |
| Participant deferral / active EE | $8,008 | $4,782+67.5% | $4,001+100.1% | $6,690+19.7% |
| Admin fee / account holder | $18,829 | $5,541+239.8% | $4,001+370.6% | $13,400+40.5% |