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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 | $175,319 | $88,710+97.6% | $81,783+114.4% | $145,959+20.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.94% | 1027.26%-1015.3pp | 775.05%-763.1pp | 561.95%-550.0pp |
| Employer contribution / active EE | $10,213 | $3,083+231.3% | $2,913+250.7% | $4,661+119.1% |
| Participant deferral / active EE | $5,365 | $4,645+15.5% | $4,320+24.2% | $6,689-19.8% |
| Admin fee / account holder | $4,447 | $8,407-47.1% | $7,380-39.7% | $13,398-66.8% |