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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 | $113,747 | $99,017+14.9% | $86,587+31.4% | $147,585-22.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.85% | 1312.37%-1299.5pp | 964.86%-952.0pp | 578.56%-565.7pp |
| Employer contribution / active EE | $5,311 | $3,132+69.6% | $2,839+87.1% | $4,876+8.9% |
| Participant deferral / active EE | $9,898 | $3,972+149.2% | $3,609+174.3% | $5,439+82.0% |
| Admin fee / account holder | $29,875 | $5,710+423.2% | $4,906+509.0% | $10,885+174.4% |