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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 | $102,364 | $100,911+1.4% | $90,440+13.2% | $158,966-35.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.59% | 1726.62%-1707.0pp | 1294.38%-1274.8pp | 302.95%-283.4pp |
| Employer contribution / active EE | $2,646 | $3,690-28.3% | $3,263-18.9% | $4,762-44.4% |
| Participant deferral / active EE | $4,650 | $4,348+6.9% | $3,964+17.3% | $5,983-22.3% |
| Admin fee / account holder | $30,612 | $6,507+370.4% | $5,615+445.2% | $11,250+172.1% |