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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 | $129,569 | $100,938+28.4% | $90,461+43.2% | $158,982-18.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.78% | 1727.20%-1712.4pp | 1294.76%-1280.0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $12,623 | $3,691+242.0% | $3,264+286.7% | $4,763+165.0% |
| Participant deferral / active EE | $9,568 | $4,350+120.0% | $3,964+141.3% | $5,983+59.9% |
| Admin fee / account holder | $2,201 | $6,510-66.2% | $5,617-60.8% | $11,252-80.4% |