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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 | $193,277 | $100,895+91.6% | $90,430+113.7% | $158,950+21.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.69% | 1725.54%-1710.8pp | 1293.73%-1279.0pp | 302.91%-288.2pp |
| Employer contribution / active EE | $15,381 | $3,689+317.0% | $3,262+371.5% | $4,762+223.0% |
| Participant deferral / active EE | $7,011 | $4,347+61.3% | $3,963+76.9% | $5,983+17.2% |
| Admin fee / account holder | $1,885 | $6,505-71.0% | $5,613-66.4% | $11,248-83.2% |