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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 | $72,446+53.3% | $67,561+64.4% | $145,877-23.9% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 9.44% | 7211.98%-7202.5pp | 3525.44%-3516.0pp | 551.28%-541.8pp |
| Employer contribution / active EE | $8,873 | $3,072+188.8% | $2,735+224.5% | $4,663+90.3% |
| Participant deferral / active EE | $8,471 | $4,785+77.0% | $4,003+111.6% | $6,691+26.6% |
| Admin fee / account holder | $10,021 | $5,541+80.8% | $4,006+150.2% | $13,402-25.2% |