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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 | $131,432 | $100,938+30.2% | $90,461+45.3% | $158,982-17.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.81% | 1727.20%-1717.4pp | 1294.76%-1285.0pp | 302.99%-293.2pp |
| Employer contribution / active EE | $1,923 | $3,691-47.9% | $3,264-41.1% | $4,763-59.6% |
| Participant deferral / active EE | $3,338 | $4,350-23.3% | $3,964-15.8% | $5,983-44.2% |
| Admin fee / account holder | $99,958 | $6,510+1435.5% | $5,617+1679.7% | $11,252+788.4% |