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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 | $95,694 | $72,446+32.1% | $67,561+41.6% | $145,877-34.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.66% | 7211.98%-7197.3pp | 3525.44%-3510.8pp | 551.28%-536.6pp |
| Employer contribution / active EE | $965 | $3,072-68.6% | $2,735-64.7% | $4,663-79.3% |
| Participant deferral / active EE | $10,857 | $4,785+126.9% | $4,003+171.2% | $6,691+62.3% |
| Admin fee / account holder | $20,496 | $5,541+269.9% | $4,006+411.7% | $13,402+52.9% |