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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 | $111,070 | $72,426+53.4% | $67,560+64.4% | $145,897-23.9% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 9.44% | 7226.78%-7217.3pp | 3533.50%-3524.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $8,873 | $3,074+188.6% | $2,737+224.2% | $4,663+90.3% |
| Participant deferral / active EE | $8,471 | $4,785+77.0% | $4,004+111.6% | $6,689+26.6% |
| Admin fee / account holder | $10,021 | $5,514+81.7% | $3,994+150.9% | $13,390-25.2% |