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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 | $140,299 | $100,911+39.0% | $90,440+55.1% | $158,966-11.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.30% | 1726.62%-1712.3pp | 1294.38%-1280.1pp | 302.95%-288.7pp |
| Employer contribution / active EE | $8,699 | $3,690+135.7% | $3,263+166.6% | $4,762+82.7% |
| Participant deferral / active EE | $10,811 | $4,348+148.6% | $3,964+172.8% | $5,983+80.7% |
| Admin fee / account holder | $2,261 | $6,507-65.3% | $5,615-59.7% | $11,250-79.9% |