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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 | $127,182 | $102,696+23.8% | $86,235+47.5% | $139,487-8.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.19% | 1925.91%-1908.7pp | 1170.03%-1152.8pp | 373.84%-356.6pp |
| Employer contribution / active EE | $8,985 | $3,034+196.1% | $2,381+277.3% | $4,755+89.0% |
| Participant deferral / active EE | $9,037 | $4,679+93.1% | $3,987+126.7% | $6,713+34.6% |
| Admin fee / account holder | $475 | $8,667-94.5% | $6,856-93.1% | $11,407-95.8% |