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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 | $108,830 | $100,911+7.8% | $90,440+20.3% | $158,966-31.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.99% | 1726.62%-1710.6pp | 1294.38%-1278.4pp | 302.95%-287.0pp |
| Employer contribution / active EE | $6,672 | $3,690+80.8% | $3,263+104.5% | $4,762+40.1% |
| Participant deferral / active EE | $5,113 | $4,348+17.6% | $3,964+29.0% | $5,983-14.5% |
| Admin fee / account holder | $1,999 | $6,507-69.3% | $5,615-64.4% | $11,250-82.2% |