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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 | $114,080 | $99,668+14.5% | $86,451+32.0% | $134,545-15.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 10.25% | 6789.61%-6779.4pp | 4398.51%-4388.3pp | 418.37%-408.1pp |
| Employer contribution / active EE | $3,936 | $4,403-10.6% | $3,770+4.4% | $4,742-17.0% |
| Participant deferral / active EE | $5,532 | $7,249-23.7% | $6,953-20.4% | $6,401-13.6% |
| Admin fee / account holder | $26,433 | $8,377+215.6% | $6,734+292.5% | $11,431+131.2% |