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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 | $94,963 | $100,895-5.9% | $90,430+5.0% | $158,950-40.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.44% | 1725.54%-1718.1pp | 1293.73%-1286.3pp | 302.91%-295.5pp |
| Employer contribution / active EE | $10,711 | $3,689+190.4% | $3,262+228.4% | $4,762+124.9% |
| Participant deferral / active EE | $7,963 | $4,347+83.2% | $3,963+101.0% | $5,983+33.1% |
| Admin fee / account holder | $8,587 | $6,505+32.0% | $5,613+53.0% | $11,248-23.7% |