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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 | $128,274 | $100,938+27.1% | $90,461+41.8% | $158,982-19.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 20.69% | 1727.20%-1706.5pp | 1294.76%-1274.1pp | 302.99%-282.3pp |
| Employer contribution / active EE | $13,127 | $3,691+255.6% | $3,264+302.2% | $4,763+175.6% |
| Participant deferral / active EE | $10,904 | $4,350+150.7% | $3,964+175.0% | $5,983+82.2% |
| Admin fee / account holder | $2,967 | $6,510-54.4% | $5,617-47.2% | $11,252-73.6% |