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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 | $100,895+31.4% | $90,430+46.6% | $158,950-16.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.09% | 1725.54%-1697.5pp | 1293.73%-1265.6pp | 302.91%-274.8pp |
| Employer contribution / active EE | $1,838 | $3,689-50.2% | $3,262-43.7% | $4,762-61.4% |
| Participant deferral / active EE | $14,554 | $4,347+234.8% | $3,963+267.3% | $5,983+143.3% |
| Admin fee / account holder | $7,076 | $6,505+8.8% | $5,613+26.1% | $11,248-37.1% |