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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 | $136,083 | $100,868+34.9% | $90,414+50.5% | $158,931-14.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.05% | 1724.58%-1714.5pp | 1293.19%-1283.1pp | 302.86%-292.8pp |
| Employer contribution / active EE | $34,729 | $3,689+841.4% | $3,262+964.5% | $4,761+629.4% |
| Participant deferral / active EE | $5,998 | $4,348+38.0% | $3,963+51.4% | $5,982+0.3% |
| Admin fee / account holder | $70,993 | $6,502+991.8% | $5,611+1165.1% | $11,247+531.2% |