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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 | $223,814 | $68,097+228.7% | $62,929+255.7% | $137,256+63.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.11% | 1859.11%-1844.0pp | 1063.93%-1048.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $9,542 | $2,811+239.4% | $2,505+281.0% | $4,156+129.6% |
| Participant deferral / active EE | $4,804 | $4,553+5.5% | $3,888+23.6% | $6,407-25.0% |
| Admin fee / account holder | $350 | $6,521-94.6% | $5,065-93.1% | $12,270-97.2% |