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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 | $172,740 | $97,729+76.8% | $83,830+106.1% | $135,379+27.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.07% | 1287.52%-1281.4pp | 850.97%-844.9pp | 519.79%-513.7pp |
| Employer contribution / active EE | $7,961 | $4,222+88.6% | $3,631+119.2% | $4,779+66.6% |
| Participant deferral / active EE | $4,325 | $4,683-7.6% | $4,082+5.9% | $5,609-22.9% |
| Admin fee / account holder | $49,862 | $6,674+647.1% | $5,479+810.1% | $10,828+360.5% |