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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 | $218,849 | $100,868+117.0% | $90,414+142.1% | $158,931+37.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.97% | 1724.58%-1711.6pp | 1293.19%-1280.2pp | 302.86%-289.9pp |
| Employer contribution / active EE | $3,408 | $3,689-7.6% | $3,262+4.5% | $4,761-28.4% |
| Participant deferral / active EE | $6,490 | $4,348+49.3% | $3,963+63.8% | $5,982+8.5% |
| Admin fee / account holder | $2,246 | $6,502-65.5% | $5,611-60.0% | $11,247-80.0% |