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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 | $134,123 | $97,732+37.2% | $83,831+60.0% | $135,380-0.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.03% | 1287.56%-1278.5pp | 850.99%-842.0pp | 519.81%-510.8pp |
| Employer contribution / active EE | $735 | $4,222-82.6% | $3,631-79.8% | $4,779-84.6% |
| Participant deferral / active EE | $3,173 | $4,683-32.2% | $4,082-22.3% | $5,609-43.4% |
| Admin fee / account holder | $29,405 | $6,675+340.6% | $5,479+436.7% | $10,828+171.6% |