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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 | $77,885 | $100,938-22.8% | $90,461-13.9% | $158,982-51.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.91% | 1727.20%-1714.3pp | 1294.76%-1281.9pp | 302.99%-290.1pp |
| Employer contribution / active EE | $5,496 | $3,691+48.9% | $3,264+68.4% | $4,763+15.4% |
| Participant deferral / active EE | $14,710 | $4,350+238.2% | $3,964+271.1% | $5,983+145.8% |
| Admin fee / account holder | $5,647 | $6,510-13.3% | $5,617+0.5% | $11,252-49.8% |