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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 | $99,753 | $100,938-1.2% | $90,461+10.3% | $158,982-37.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.29% | 1727.20%-1712.9pp | 1294.76%-1280.5pp | 302.99%-288.7pp |
| Employer contribution / active EE | $2,889 | $3,691-21.8% | $3,264-11.5% | $4,763-39.4% |
| Participant deferral / active EE | $12,744 | $4,350+193.0% | $3,964+221.4% | $5,983+113.0% |
| Admin fee / account holder | $7,921 | $6,510+21.7% | $5,617+41.0% | $11,252-29.6% |