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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 | $170,583 | $100,895+69.1% | $90,430+88.6% | $158,950+7.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.47% | 1725.54%-1710.1pp | 1293.73%-1278.3pp | 302.91%-287.4pp |
| Employer contribution / active EE | $4,361 | $3,689+18.2% | $3,262+33.7% | $4,762-8.4% |
| Participant deferral / active EE | $9,761 | $4,347+124.5% | $3,963+146.3% | $5,983+63.1% |
| Admin fee / account holder | $6,099 | $6,505-6.2% | $5,613+8.6% | $11,248-45.8% |