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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 | $132,572 | $100,911+31.4% | $90,440+46.6% | $158,966-16.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.09% | 1726.62%-1698.5pp | 1294.38%-1266.3pp | 302.95%-274.9pp |
| Employer contribution / active EE | $1,838 | $3,690-50.2% | $3,263-43.7% | $4,762-61.4% |
| Participant deferral / active EE | $14,554 | $4,348+234.7% | $3,964+267.2% | $5,983+143.3% |
| Admin fee / account holder | $7,076 | $6,507+8.7% | $5,615+26.0% | $11,250-37.1% |