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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 | $155,533 | $100,938+54.1% | $90,461+71.9% | $158,982-2.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.65% | 1727.20%-1713.6pp | 1294.76%-1281.1pp | 302.99%-289.3pp |
| Employer contribution / active EE | $2,258 | $3,691-38.8% | $3,264-30.8% | $4,763-52.6% |
| Participant deferral / active EE | $7,998 | $4,350+83.9% | $3,964+101.7% | $5,983+33.7% |
| Admin fee / account holder | $12,919 | $6,510+98.5% | $5,617+130.0% | $11,252+14.8% |