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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 | $226,411 | $100,895+124.4% | $90,430+150.4% | $158,950+42.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.79% | 1725.54%-1712.7pp | 1293.73%-1280.9pp | 302.91%-290.1pp |
| Employer contribution / active EE | $13,504 | $3,689+266.1% | $3,262+314.0% | $4,762+183.6% |
| Participant deferral / active EE | $11,475 | $4,347+164.0% | $3,963+189.6% | $5,983+91.8% |
| Admin fee / account holder | $5,623 | $6,505-13.6% | $5,613+0.2% | $11,248-50.0% |