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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 | $142,467 | $100,911+41.2% | $90,440+57.5% | $158,966-10.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.19% | 1726.62%-1710.4pp | 1294.38%-1278.2pp | 302.95%-286.8pp |
| Employer contribution / active EE | $14,157 | $3,690+283.6% | $3,263+333.9% | $4,762+197.3% |
| Participant deferral / active EE | $15,458 | $4,348+255.5% | $3,964+290.0% | $5,983+158.4% |
| Admin fee / account holder | $592 | $6,507-90.9% | $5,615-89.5% | $11,250-94.7% |