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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 | $207,951 | $100,911+106.1% | $90,440+129.9% | $158,966+30.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.02% | 1726.62%-1709.6pp | 1294.38%-1277.4pp | 302.95%-285.9pp |
| Employer contribution / active EE | $12,410 | $3,690+236.3% | $3,263+280.3% | $4,762+160.6% |
| Participant deferral / active EE | $11,291 | $4,348+159.6% | $3,964+184.9% | $5,983+88.7% |
| Admin fee / account holder | $2,983 | $6,507-54.2% | $5,615-46.9% | $11,250-73.5% |