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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 | $175,575 | $100,911+74.0% | $90,440+94.1% | $158,966+10.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.91% | 1726.62%-1709.7pp | 1294.38%-1277.5pp | 302.95%-286.0pp |
| Employer contribution / active EE | $8,908 | $3,690+141.4% | $3,263+173.0% | $4,762+87.0% |
| Participant deferral / active EE | $11,338 | $4,348+160.7% | $3,964+186.0% | $5,983+89.5% |
| Admin fee / account holder | $17,658 | $6,507+171.4% | $5,615+214.5% | $11,250+57.0% |