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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 | $138,621 | $100,911+37.4% | $90,440+53.3% | $158,966-12.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.25% | 1726.62%-1712.4pp | 1294.38%-1280.1pp | 302.95%-288.7pp |
| Employer contribution / active EE | $3,111 | $3,690-15.7% | $3,263-4.7% | $4,762-34.7% |
| Participant deferral / active EE | $7,416 | $4,348+70.5% | $3,964+87.1% | $5,983+23.9% |
| Admin fee / account holder | $10,157 | $6,507+56.1% | $5,615+80.9% | $11,250-9.7% |