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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 | $126,294 | $102,635+23.1% | $86,209+46.5% | $139,456-9.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.62% | 1923.53%-1898.9pp | 1169.05%-1144.4pp | 373.45%-348.8pp |
| Employer contribution / active EE | $2,947 | $3,034-2.9% | $2,381+23.7% | $4,753-38.0% |
| Participant deferral / active EE | $6,513 | $4,677+39.3% | $3,986+63.4% | $6,711-3.0% |
| Admin fee / account holder | $6,863 | $8,661-20.8% | $6,853+0.2% | $11,407-39.8% |