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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 | $174,804 | $121,701+43.6% | $104,639+67.1% | $158,982+10.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.14% | 465.72%-457.6pp | 340.67%-332.5pp | 302.99%-294.9pp |
| Employer contribution / active EE | $6,305 | $3,165+99.2% | $2,682+135.1% | $4,763+32.4% |
| Participant deferral / active EE | $7,670 | $4,176+83.7% | $3,738+105.2% | $5,983+28.2% |
| Admin fee / account holder | $15,869 | $7,778+104.0% | $6,465+145.4% | $11,252+41.0% |