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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 | $135,717 | $100,938+34.5% | $90,461+50.0% | $158,982-14.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.87% | 1727.20%-1715.3pp | 1294.76%-1282.9pp | 302.99%-291.1pp |
| Employer contribution / active EE | $9,442 | $3,691+155.8% | $3,264+189.3% | $4,763+98.3% |
| Participant deferral / active EE | $845 | $4,350-80.6% | $3,964-78.7% | $5,983-85.9% |
| Admin fee / account holder | $23,532 | $6,510+261.5% | $5,617+319.0% | $11,252+109.1% |