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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 | $185,615 | $102,624+80.9% | $86,200+115.3% | $139,427+33.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.28% | 1922.69%-1903.4pp | 1168.58%-1149.3pp | 373.27%-354.0pp |
| Employer contribution / active EE | $4,281 | $3,033+41.2% | $2,381+79.8% | $4,752-9.9% |
| Participant deferral / active EE | $6,144 | $4,676+31.4% | $3,986+54.2% | $6,711-8.4% |
| Admin fee / account holder | $476 | $8,658-94.5% | $6,853-93.0% | $11,404-95.8% |