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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 | $109,763 | $96,361+13.9% | $80,607+36.2% | $139,456-21.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.72% | 1350.95%-1333.2pp | 936.11%-918.4pp | 373.45%-355.7pp |
| Employer contribution / active EE | $9,480 | $3,262+190.6% | $2,724+248.0% | $4,753+99.5% |
| Participant deferral / active EE | $6,213 | $5,232+18.8% | $4,448+39.7% | $6,711-7.4% |
| Admin fee / account holder | $4,114 | $6,601-37.7% | $5,379-23.5% | $11,407-63.9% |