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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 | $157,375 | $100,868+56.0% | $90,414+74.1% | $158,931-1.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.64% | 1724.58%-1709.9pp | 1293.19%-1278.5pp | 302.86%-288.2pp |
| Employer contribution / active EE | $2,737 | $3,689-25.8% | $3,262-16.1% | $4,761-42.5% |
| Participant deferral / active EE | $9,523 | $4,348+119.0% | $3,963+140.3% | $5,982+59.2% |
| Admin fee / account holder | $10,755 | $6,502+65.4% | $5,611+91.7% | $11,247-4.4% |