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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 | $114,062 | $100,911+13.0% | $90,440+26.1% | $158,966-28.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.51% | 1726.62%-1716.1pp | 1294.38%-1283.9pp | 302.95%-292.4pp |
| Employer contribution / active EE | $12,470 | $3,690+237.9% | $3,263+282.2% | $4,762+161.8% |
| Participant deferral / active EE | $7,536 | $4,348+73.3% | $3,964+90.1% | $5,983+25.9% |
| Admin fee / account holder | $634 | $6,507-90.3% | $5,615-88.7% | $11,250-94.4% |