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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 | $131,716 | $100,895+30.5% | $90,430+45.7% | $158,950-17.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.91% | 1725.54%-1702.6pp | 1293.73%-1270.8pp | 302.91%-280.0pp |
| Employer contribution / active EE | $19,267 | $3,689+422.3% | $3,262+490.7% | $4,762+304.6% |
| Participant deferral / active EE | $19,267 | $4,347+343.2% | $3,963+386.2% | $5,983+222.0% |
| Admin fee / account holder | $1,954 | $6,505-70.0% | $5,613-65.2% | $11,248-82.6% |