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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 | $209,045 | $100,868+107.2% | $90,414+131.2% | $158,931+31.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.99% | 1724.58%-1707.6pp | 1293.19%-1276.2pp | 302.86%-285.9pp |
| Employer contribution / active EE | $7,444 | $3,689+101.8% | $3,262+128.2% | $4,761+56.3% |
| Participant deferral / active EE | $5,663 | $4,348+30.3% | $3,963+42.9% | $5,982-5.3% |
| Admin fee / account holder | $11,826 | $6,502+81.9% | $5,611+110.7% | $11,247+5.1% |