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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 | $129,970 | $100,938+28.8% | $90,461+43.7% | $158,982-18.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.32% | 1727.20%-1713.9pp | 1294.76%-1281.4pp | 302.99%-289.7pp |
| Employer contribution / active EE | $2,313 | $3,691-37.3% | $3,264-29.1% | $4,763-51.4% |
| Participant deferral / active EE | $2,211 | $4,350-49.2% | $3,964-44.2% | $5,983-63.0% |
| Admin fee / account holder | $1,838 | $6,510-71.8% | $5,617-67.3% | $11,252-83.7% |