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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 | $55,410 | $88,710-37.5% | $81,783-32.2% | $145,959-62.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.51% | 1027.26%-1012.8pp | 775.05%-760.5pp | 561.95%-547.4pp |
| Employer contribution / active EE | $6,797 | $3,083+120.4% | $2,913+133.4% | $4,661+45.8% |
| Participant deferral / active EE | $3,105 | $4,645-33.2% | $4,320-28.1% | $6,689-53.6% |
| Admin fee / account holder | $19,435 | $8,407+131.2% | $7,380+163.3% | $13,398+45.1% |