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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 | $130,058 | $100,938+28.8% | $90,461+43.8% | $158,982-18.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.94% | 1727.20%-1715.3pp | 1294.76%-1282.8pp | 302.99%-291.0pp |
| Employer contribution / active EE | $3,907 | $3,691+5.8% | $3,264+19.7% | $4,763-18.0% |
| Participant deferral / active EE | $4,327 | $4,350-0.5% | $3,964+9.1% | $5,983-27.7% |
| Admin fee / account holder | $1,202 | $6,510-81.5% | $5,617-78.6% | $11,252-89.3% |