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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 | $130,146 | $100,911+29.0% | $90,440+43.9% | $158,966-18.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.25% | 1726.62%-1707.4pp | 1294.38%-1275.1pp | 302.95%-283.7pp |
| Employer contribution / active EE | $16,553 | $3,690+348.6% | $3,263+407.3% | $4,762+247.6% |
| Participant deferral / active EE | $1,947 | $4,348-55.2% | $3,964-50.9% | $5,983-67.5% |
| Admin fee / account holder | $442 | $6,507-93.2% | $5,615-92.1% | $11,250-96.1% |