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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 | $160,658 | $88,710+81.1% | $81,783+96.4% | $145,959+10.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.08% | 1027.26%-1011.2pp | 775.05%-759.0pp | 561.95%-545.9pp |
| Employer contribution / active EE | $4,454 | $3,083+44.5% | $2,913+52.9% | $4,661-4.4% |
| Participant deferral / active EE | $5,079 | $4,645+9.4% | $4,320+17.6% | $6,689-24.1% |
| Admin fee / account holder | $4,520 | $8,407-46.2% | $7,380-38.8% | $13,398-66.3% |