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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 | $113,050 | $102,696+10.1% | $86,235+31.1% | $139,487-19.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.62% | 1925.91%-1908.3pp | 1170.03%-1152.4pp | 373.84%-356.2pp |
| Employer contribution / active EE | $6,202 | $3,034+104.4% | $2,381+160.5% | $4,755+30.4% |
| Participant deferral / active EE | $12,059 | $4,679+157.7% | $3,987+202.5% | $6,713+79.6% |
| Admin fee / account holder | $3,333 | $8,667-61.5% | $6,856-51.4% | $11,407-70.8% |