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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 | $241,231 | $100,911+139.1% | $90,440+166.7% | $158,966+51.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.78% | 1726.62%-1714.8pp | 1294.38%-1282.6pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,812 | $3,690-50.9% | $3,263-44.5% | $4,762-62.0% |
| Participant deferral / active EE | $10,270 | $4,348+136.2% | $3,964+159.1% | $5,983+71.7% |
| Admin fee / account holder | $531 | $6,507-91.8% | $5,615-90.5% | $11,250-95.3% |