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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 | $144,374 | $100,911+43.1% | $90,440+59.6% | $158,966-9.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.77% | 1726.62%-1704.8pp | 1294.38%-1272.6pp | 302.95%-281.2pp |
| Employer contribution / active EE | $1,697 | $3,690-54.0% | $3,263-48.0% | $4,762-64.4% |
| Participant deferral / active EE | $3,514 | $4,348-19.2% | $3,964-11.3% | $5,983-41.3% |
| Admin fee / account holder | $12,461 | $6,507+91.5% | $5,615+121.9% | $11,250+10.8% |