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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 | $100,938+55.9% | $90,461+74.0% | $158,982-1.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.64% | 1727.20%-1712.6pp | 1294.76%-1280.1pp | 302.99%-288.3pp |
| Employer contribution / active EE | $2,737 | $3,691-25.9% | $3,264-16.2% | $4,763-42.5% |
| Participant deferral / active EE | $9,523 | $4,350+118.9% | $3,964+140.2% | $5,983+59.2% |
| Admin fee / account holder | $10,755 | $6,510+65.2% | $5,617+91.5% | $11,252-4.4% |