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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 | $179,228 | $100,911+77.6% | $90,440+98.2% | $158,966+12.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.10% | 1726.62%-1709.5pp | 1294.38%-1277.3pp | 302.95%-285.9pp |
| Employer contribution / active EE | $23,450 | $3,690+535.5% | $3,263+618.7% | $4,762+392.4% |
| Participant deferral / active EE | $17,108 | $4,348+293.4% | $3,964+331.6% | $5,983+185.9% |
| Admin fee / account holder | $9,412 | $6,507+44.6% | $5,615+67.6% | $11,250-16.3% |