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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 | $141,887 | $109,872+29.1% | $98,483+44.1% | $167,536-15.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.38% | 1959.31%-1949.9pp | 1494.38%-1485.0pp | 478.82%-469.4pp |
| Employer contribution / active EE | $8,690 | $3,225+169.4% | $2,961+193.5% | $4,839+79.6% |
| Participant deferral / active EE | $9,402 | $4,673+101.2% | $4,276+119.9% | $6,342+48.2% |
| Admin fee / account holder | $28,261 | $6,757+318.2% | $5,953+374.8% | $12,315+129.5% |