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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 | $88,754+97.5% | $81,820+114.3% | $145,877+20.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.94% | 1031.77%-1019.8pp | 777.93%-766.0pp | 551.28%-539.3pp |
| Employer contribution / active EE | $10,213 | $3,085+231.0% | $2,915+250.4% | $4,663+119.0% |
| Participant deferral / active EE | $5,365 | $4,648+15.4% | $4,323+24.1% | $6,691-19.8% |
| Admin fee / account holder | $4,447 | $8,424-47.2% | $7,391-39.8% | $13,402-66.8% |