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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 | $119,473 | $100,911+18.4% | $90,440+32.1% | $158,966-24.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.67% | 1726.62%-1711.9pp | 1294.38%-1279.7pp | 302.95%-288.3pp |
| Employer contribution / active EE | $7,673 | $3,690+107.9% | $3,263+135.2% | $4,762+61.1% |
| Participant deferral / active EE | $6,614 | $4,348+52.1% | $3,964+66.9% | $5,983+10.5% |
| Admin fee / account holder | $8,394 | $6,507+29.0% | $5,615+49.5% | $11,250-25.4% |