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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 | $156,905 | $100,868+55.6% | $90,414+73.5% | $158,931-1.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.97% | 1724.58%-1715.6pp | 1293.19%-1284.2pp | 302.86%-293.9pp |
| Employer contribution / active EE | $7,591 | $3,689+105.8% | $3,262+132.7% | $4,761+59.4% |
| Participant deferral / active EE | $7,689 | $4,348+76.9% | $3,963+94.0% | $5,982+28.5% |
| Admin fee / account holder | $55,531 | $6,502+754.0% | $5,611+889.6% | $11,247+393.8% |