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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 | $112,108 | $100,911+11.1% | $90,440+24.0% | $158,966-29.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.57% | 1726.62%-1708.0pp | 1294.38%-1275.8pp | 302.95%-284.4pp |
| Employer contribution / active EE | $12,372 | $3,690+235.3% | $3,263+279.1% | $4,762+159.8% |
| Participant deferral / active EE | $12,683 | $4,348+191.7% | $3,964+220.0% | $5,983+112.0% |
| Admin fee / account holder | $908 | $6,507-86.0% | $5,615-83.8% | $11,250-91.9% |