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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 | $94,998 | $72,446+31.1% | $67,561+40.6% | $145,877-34.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.22% | 7211.98%-7199.8pp | 3525.44%-3513.2pp | 551.28%-539.1pp |
| Employer contribution / active EE | $4,315 | $3,072+40.5% | $2,735+57.8% | $4,663-7.5% |
| Participant deferral / active EE | $11,465 | $4,785+139.6% | $4,003+186.4% | $6,691+71.4% |
| Admin fee / account holder | $17,808 | $5,541+221.4% | $4,006+344.6% | $13,402+32.9% |