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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 | $102,851 | $100,868+2.0% | $90,414+13.8% | $158,931-35.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.19% | 1724.58%-1706.4pp | 1293.19%-1275.0pp | 302.86%-284.7pp |
| Employer contribution / active EE | $13,142 | $3,689+256.2% | $3,262+302.8% | $4,761+176.0% |
| Participant deferral / active EE | $8,667 | $4,348+99.3% | $3,963+118.7% | $5,982+44.9% |
| Admin fee / account holder | $800 | $6,502-87.7% | $5,611-85.7% | $11,247-92.9% |