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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 | $81,733 | $68,097+20.0% | $62,929+29.9% | $137,256-40.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.92% | 1859.11%-1846.2pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $6,174 | $2,811+119.6% | $2,505+146.5% | $4,156+48.6% |
| Participant deferral / active EE | $11,873 | $4,553+160.8% | $3,888+205.4% | $6,407+85.3% |
| Admin fee / account holder | $1,088 | $6,521-83.3% | $5,065-78.5% | $12,270-91.1% |