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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 | $122,854 | $102,635+19.7% | $86,209+42.5% | $139,456-11.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.24% | 1923.53%-1906.3pp | 1169.05%-1151.8pp | 373.45%-356.2pp |
| Employer contribution / active EE | $10,135 | $3,034+234.0% | $2,381+325.6% | $4,753+113.3% |
| Participant deferral / active EE | $4,770 | $4,677+2.0% | $3,986+19.7% | $6,711-28.9% |
| Admin fee / account holder | $2,000 | $8,661-76.9% | $6,853-70.8% | $11,407-82.5% |