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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 | $102,696+80.7% | $86,235+115.2% | $139,487+33.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.28% | 1925.91%-1906.6pp | 1170.03%-1150.8pp | 373.84%-354.6pp |
| Employer contribution / active EE | $4,281 | $3,034+41.1% | $2,381+79.8% | $4,755-10.0% |
| Participant deferral / active EE | $6,144 | $4,679+31.3% | $3,987+54.1% | $6,713-8.5% |
| Admin fee / account holder | $476 | $8,667-94.5% | $6,856-93.1% | $11,407-95.8% |