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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 | $151,604 | $100,938+50.2% | $90,461+67.6% | $158,982-4.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.36% | 1727.20%-1709.8pp | 1294.76%-1277.4pp | 302.99%-285.6pp |
| Employer contribution / active EE | $3,701 | $3,691+0.3% | $3,264+13.4% | $4,763-22.3% |
| Participant deferral / active EE | $7,404 | $4,350+70.2% | $3,964+86.8% | $5,983+23.7% |
| Admin fee / account holder | $1,819 | $6,510-72.1% | $5,617-67.6% | $11,252-83.8% |