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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 | $145,570 | $72,446+100.9% | $67,561+115.5% | $145,877-0.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.04% | 7211.98%-7195.9pp | 3525.44%-3509.4pp | 551.28%-535.2pp |
| Employer contribution / active EE | $4,150 | $3,072+35.1% | $2,735+51.7% | $4,663-11.0% |
| Participant deferral / active EE | $3,812 | $4,785-20.3% | $4,003-4.8% | $6,691-43.0% |
| Admin fee / account holder | $2,601 | $5,541-53.1% | $4,006-35.1% | $13,402-80.6% |