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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 | $106,390 | $100,911+5.4% | $90,440+17.6% | $158,966-33.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.61% | 1726.62%-1714.0pp | 1294.38%-1281.8pp | 302.95%-290.3pp |
| Employer contribution / active EE | $1,811 | $3,690-50.9% | $3,263-44.5% | $4,762-62.0% |
| Participant deferral / active EE | $7,744 | $4,348+78.1% | $3,964+95.4% | $5,983+29.4% |
| Admin fee / account holder | $357 | $6,507-94.5% | $5,615-93.6% | $11,250-96.8% |