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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 | $142,965 | $100,938+41.6% | $90,461+58.0% | $158,982-10.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.27% | 1727.20%-1710.9pp | 1294.76%-1278.5pp | 302.99%-286.7pp |
| Employer contribution / active EE | $1,589 | $3,691-57.0% | $3,264-51.3% | $4,763-66.6% |
| Participant deferral / active EE | $2,793 | $4,350-35.8% | $3,964-29.5% | $5,983-53.3% |
| Admin fee / account holder | $15,013 | $6,510+130.6% | $5,617+167.3% | $11,252+33.4% |