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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 | $139,365 | $100,938+38.1% | $90,461+54.1% | $158,982-12.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.94% | 1727.20%-1710.3pp | 1294.76%-1277.8pp | 302.99%-286.1pp |
| Employer contribution / active EE | $8,143 | $3,691+120.6% | $3,264+149.5% | $4,763+71.0% |
| Participant deferral / active EE | $7,017 | $4,350+61.3% | $3,964+77.0% | $5,983+17.3% |
| Admin fee / account holder | $671 | $6,510-89.7% | $5,617-88.1% | $11,252-94.0% |