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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 | $244,594 | $100,911+142.4% | $90,440+170.4% | $158,966+53.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.74% | 1726.62%-1710.9pp | 1294.38%-1278.6pp | 302.95%-287.2pp |
| Employer contribution / active EE | $11,740 | $3,690+218.1% | $3,263+259.8% | $4,762+146.5% |
| Participant deferral / active EE | $15,573 | $4,348+258.1% | $3,964+292.9% | $5,983+160.3% |
| Admin fee / account holder | $5,737 | $6,507-11.8% | $5,615+2.2% | $11,250-49.0% |