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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 | $122,599 | $100,938+21.5% | $90,461+35.5% | $158,982-22.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.41% | 1727.20%-1712.8pp | 1294.76%-1280.4pp | 302.99%-288.6pp |
| Employer contribution / active EE | $5,418 | $3,691+46.8% | $3,264+66.0% | $4,763+13.8% |
| Participant deferral / active EE | $7,227 | $4,350+66.2% | $3,964+82.3% | $5,983+20.8% |
| Admin fee / account holder | $682 | $6,510-89.5% | $5,617-87.9% | $11,252-93.9% |