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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 | $155,369 | $100,895+54.0% | $90,430+71.8% | $158,950-2.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.76% | 1725.54%-1706.8pp | 1293.73%-1275.0pp | 302.91%-284.2pp |
| Employer contribution / active EE | $8,262 | $3,689+124.0% | $3,262+153.3% | $4,762+73.5% |
| Participant deferral / active EE | $8,948 | $4,347+105.8% | $3,963+125.8% | $5,983+49.6% |
| Admin fee / account holder | $31,123 | $6,505+378.4% | $5,613+454.4% | $11,248+176.7% |