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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 | $225,175 | $100,895+123.2% | $90,430+149.0% | $158,950+41.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.00% | 1725.54%-1712.5pp | 1293.73%-1280.7pp | 302.91%-289.9pp |
| Employer contribution / active EE | $5,204 | $3,689+41.1% | $3,262+59.5% | $4,762+9.3% |
| Participant deferral / active EE | $14,735 | $4,347+238.9% | $3,963+271.8% | $5,983+146.3% |
| Admin fee / account holder | $66,607 | $6,505+923.9% | $5,613+1086.6% | $11,248+492.1% |