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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 | $125,339 | $100,938+24.2% | $90,461+38.6% | $158,982-21.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.12% | 1727.20%-1708.1pp | 1294.76%-1275.6pp | 302.99%-283.9pp |
| Employer contribution / active EE | $2,909 | $3,691-21.2% | $3,264-10.9% | $4,763-38.9% |
| Participant deferral / active EE | $3,628 | $4,350-16.6% | $3,964-8.5% | $5,983-39.4% |
| Admin fee / account holder | $1,996 | $6,510-69.3% | $5,617-64.5% | $11,252-82.3% |