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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 | $100,938+55.4% | $90,461+73.5% | $158,982-1.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.97% | 1727.20%-1718.2pp | 1294.76%-1285.8pp | 302.99%-294.0pp |
| Employer contribution / active EE | $7,591 | $3,691+105.6% | $3,264+132.6% | $4,763+59.4% |
| Participant deferral / active EE | $7,689 | $4,350+76.8% | $3,964+94.0% | $5,983+28.5% |
| Admin fee / account holder | $55,531 | $6,510+753.0% | $5,617+888.7% | $11,252+393.5% |