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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 | $142,926 | $100,911+41.6% | $90,440+58.0% | $158,966-10.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.20% | 1726.62%-1713.4pp | 1294.38%-1281.2pp | 302.95%-289.8pp |
| Employer contribution / active EE | $8,517 | $3,690+130.8% | $3,263+161.0% | $4,762+78.8% |
| Participant deferral / active EE | $9,912 | $4,348+127.9% | $3,964+150.1% | $5,983+65.7% |
| Admin fee / account holder | $32,269 | $6,507+395.9% | $5,615+474.7% | $11,250+186.8% |