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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 | $211,041 | $100,911+109.1% | $90,440+133.3% | $158,966+32.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.68% | 1726.62%-1716.9pp | 1294.38%-1284.7pp | 302.95%-293.3pp |
| Employer contribution / active EE | $3,135 | $3,690-15.0% | $3,263-3.9% | $4,762-34.2% |
| Participant deferral / active EE | $3,568 | $4,348-18.0% | $3,964-10.0% | $5,983-40.4% |
| Admin fee / account holder | $13,911 | $6,507+113.8% | $5,615+147.7% | $11,250+23.7% |