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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 | $122,274 | $100,938+21.1% | $90,461+35.2% | $158,982-23.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.50% | 1727.20%-1714.7pp | 1294.76%-1282.3pp | 302.99%-290.5pp |
| Employer contribution / active EE | $10,772 | $3,691+191.8% | $3,264+230.0% | $4,763+126.2% |
| Participant deferral / active EE | $9,712 | $4,350+123.3% | $3,964+145.0% | $5,983+62.3% |
| Admin fee / account holder | $704 | $6,510-89.2% | $5,617-87.5% | $11,252-93.7% |