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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 | $167,680 | $99,011+69.4% | $86,582+93.7% | $147,586+13.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.17% | 1312.75%-1301.6pp | 965.08%-953.9pp | 578.59%-567.4pp |
| Employer contribution / active EE | $4,755 | $3,132+51.8% | $2,839+67.5% | $4,876-2.5% |
| Participant deferral / active EE | $5,228 | $3,972+31.6% | $3,609+44.9% | $5,439-3.9% |
| Admin fee / account holder | $19,765 | $5,709+246.2% | $4,904+303.0% | $10,886+81.6% |