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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 | $151,308 | $100,895+50.0% | $90,430+67.3% | $158,950-4.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.26% | 1725.54%-1714.3pp | 1293.73%-1282.5pp | 302.91%-291.7pp |
| Employer contribution / active EE | $7,394 | $3,689+100.4% | $3,262+126.7% | $4,762+55.3% |
| Participant deferral / active EE | $12,662 | $4,347+191.3% | $3,963+219.5% | $5,983+111.6% |
| Admin fee / account holder | $2,876 | $6,505-55.8% | $5,613-48.8% | $11,248-74.4% |