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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 | $86,245 | $68,097+26.6% | $62,929+37.1% | $137,256-37.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.08% | 1859.11%-1842.0pp | 1063.93%-1046.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $7,015 | $2,811+149.6% | $2,505+180.1% | $4,156+68.8% |
| Participant deferral / active EE | $13,825 | $4,553+203.7% | $3,888+255.6% | $6,407+115.8% |
| Admin fee / account holder | $2,611 | $6,521-60.0% | $5,065-48.4% | $12,270-78.7% |