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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 | $100,868+34.5% | $90,414+50.1% | $158,931-14.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.87% | 1724.58%-1712.7pp | 1293.19%-1281.3pp | 302.86%-291.0pp |
| Employer contribution / active EE | $9,442 | $3,689+155.9% | $3,262+189.4% | $4,761+98.3% |
| Participant deferral / active EE | $845 | $4,348-80.6% | $3,963-78.7% | $5,982-85.9% |
| Admin fee / account holder | $23,532 | $6,502+261.9% | $5,611+319.4% | $11,247+109.2% |