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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 | $98,274 | $100,911-2.6% | $90,440+8.7% | $158,966-38.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.29% | 1726.62%-1711.3pp | 1294.38%-1279.1pp | 302.95%-287.7pp |
| Employer contribution / active EE | $11,407 | $3,690+209.1% | $3,263+249.6% | $4,762+139.5% |
| Participant deferral / active EE | $4,271 | $4,348-1.8% | $3,964+7.7% | $5,983-28.6% |
| Admin fee / account holder | $953 | $6,507-85.4% | $5,615-83.0% | $11,250-91.5% |