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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 | $143,749 | $100,911+42.5% | $90,440+58.9% | $158,966-9.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.86% | 1726.62%-1706.8pp | 1294.38%-1274.5pp | 302.95%-283.1pp |
| Employer contribution / active EE | $2,028 | $3,690-45.0% | $3,263-37.8% | $4,762-57.4% |
| Participant deferral / active EE | $6,151 | $4,348+41.5% | $3,964+55.2% | $5,983+2.8% |
| Admin fee / account holder | $359 | $6,507-94.5% | $5,615-93.6% | $11,250-96.8% |