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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 | $215,577 | $100,895+113.7% | $90,430+138.4% | $158,950+35.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.60% | 1725.54%-1708.9pp | 1293.73%-1277.1pp | 302.91%-286.3pp |
| Employer contribution / active EE | $7,401 | $3,689+100.6% | $3,262+126.9% | $4,762+55.4% |
| Participant deferral / active EE | $7,509 | $4,347+72.7% | $3,963+89.5% | $5,983+25.5% |
| Admin fee / account holder | $1,773 | $6,505-72.8% | $5,613-68.4% | $11,248-84.2% |