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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 | $100,911+113.6% | $90,440+138.4% | $158,966+35.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.60% | 1726.62%-1710.0pp | 1294.38%-1277.8pp | 302.95%-286.3pp |
| Employer contribution / active EE | $7,401 | $3,690+100.6% | $3,263+126.8% | $4,762+55.4% |
| Participant deferral / active EE | $7,509 | $4,348+72.7% | $3,964+89.4% | $5,983+25.5% |
| Admin fee / account holder | $1,773 | $6,507-72.8% | $5,615-68.4% | $11,250-84.2% |