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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 | $142,889 | $100,938+41.6% | $90,461+58.0% | $158,982-10.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.79% | 1727.20%-1720.4pp | 1294.76%-1288.0pp | 302.99%-296.2pp |
| Employer contribution / active EE | $9,148 | $3,691+147.8% | $3,264+180.3% | $4,763+92.1% |
| Participant deferral / active EE | $8,682 | $4,350+99.6% | $3,964+119.0% | $5,983+45.1% |
| Admin fee / account holder | $2,356 | $6,510-63.8% | $5,617-58.1% | $11,252-79.1% |