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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 | $147,144 | $100,938+45.8% | $90,461+62.7% | $158,982-7.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.64% | 1727.20%-1708.6pp | 1294.76%-1276.1pp | 302.99%-284.3pp |
| Employer contribution / active EE | $2,541 | $3,691-31.2% | $3,264-22.2% | $4,763-46.7% |
| Participant deferral / active EE | $14,665 | $4,350+237.2% | $3,964+269.9% | $5,983+145.1% |
| Admin fee / account holder | $1,308 | $6,510-79.9% | $5,617-76.7% | $11,252-88.4% |