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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 | $149,497 | $100,911+48.1% | $90,440+65.3% | $158,966-6.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.39% | 1726.62%-1713.2pp | 1294.38%-1281.0pp | 302.95%-289.6pp |
| Employer contribution / active EE | $4,899 | $3,690+32.7% | $3,263+50.1% | $4,762+2.9% |
| Participant deferral / active EE | $12,895 | $4,348+196.5% | $3,964+225.3% | $5,983+115.5% |
| Admin fee / account holder | $1,354 | $6,507-79.2% | $5,615-75.9% | $11,250-88.0% |