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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 | $149,307 | $102,696+45.4% | $86,235+73.1% | $139,487+7.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.42% | 1925.91%-1908.5pp | 1170.03%-1152.6pp | 373.84%-356.4pp |
| Employer contribution / active EE | $4,142 | $3,034+36.5% | $2,381+74.0% | $4,755-12.9% |
| Participant deferral / active EE | $4,467 | $4,679-4.5% | $3,987+12.0% | $6,713-33.5% |
| Admin fee / account holder | $422 | $8,667-95.1% | $6,856-93.8% | $11,407-96.3% |