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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 | $241,460 | $100,938+139.2% | $90,461+166.9% | $158,982+51.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.75% | 1727.20%-1718.5pp | 1294.76%-1286.0pp | 302.99%-294.2pp |
| Employer contribution / active EE | $12,855 | $3,691+248.2% | $3,264+293.9% | $4,763+169.9% |
| Participant deferral / active EE | $14,590 | $4,350+235.4% | $3,964+268.0% | $5,983+143.8% |
| Admin fee / account holder | $6,636 | $6,510+1.9% | $5,617+18.1% | $11,252-41.0% |