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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 | $114,289 | $100,938+13.2% | $90,461+26.3% | $158,982-28.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.21% | 1727.20%-1715.0pp | 1294.76%-1282.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $1,553 | $3,691-57.9% | $3,264-52.4% | $4,763-67.4% |
| Participant deferral / active EE | $1,553 | $4,350-64.3% | $3,964-60.8% | $5,983-74.0% |
| Admin fee / account holder | $4,680 | $6,510-28.1% | $5,617-16.7% | $11,252-58.4% |