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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 | $72,403+53.4% | $67,524+64.5% | $145,978-23.9% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 9.44% | 7197.23%-7187.8pp | 3519.41%-3510.0pp | 550.52%-541.1pp |
| Employer contribution / active EE | $8,873 | $3,072+188.9% | $2,734+224.6% | $4,662+90.3% |
| Participant deferral / active EE | $8,471 | $4,782+77.1% | $4,001+111.7% | $6,690+26.6% |
| Admin fee / account holder | $10,021 | $5,541+80.8% | $4,001+150.5% | $13,400-25.2% |