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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 | $115,997 | $102,663+13.0% | $86,216+34.5% | $139,466-16.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.51% | 1924.52%-1913.0pp | 1169.42%-1157.9pp | 373.66%-362.2pp |
| Employer contribution / active EE | $1,294 | $3,035-57.4% | $2,382-45.7% | $4,754-72.8% |
| Participant deferral / active EE | $10,936 | $4,677+133.8% | $3,986+174.3% | $6,712+62.9% |
| Admin fee / account holder | $18,602 | $8,663+114.7% | $6,853+171.4% | $11,409+63.1% |