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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 | $203,245 | $100,911+101.4% | $90,440+124.7% | $158,966+27.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.16% | 1726.62%-1705.5pp | 1294.38%-1273.2pp | 302.95%-281.8pp |
| Employer contribution / active EE | $5,168 | $3,690+40.1% | $3,263+58.4% | $4,762+8.5% |
| Participant deferral / active EE | $5,168 | $4,348+18.9% | $3,964+30.4% | $5,983-13.6% |
| Admin fee / account holder | $3,314 | $6,507-49.1% | $5,615-41.0% | $11,250-70.5% |