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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 | $218,576 | $102,696+112.8% | $86,235+153.5% | $139,487+56.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.66% | 1925.91%-1911.2pp | 1170.03%-1155.4pp | 373.84%-359.2pp |
| Employer contribution / active EE | $10,117 | $3,034+233.4% | $2,381+324.9% | $4,755+112.8% |
| Participant deferral / active EE | $4,275 | $4,679-8.6% | $3,987+7.2% | $6,713-36.3% |
| Admin fee / account holder | $2,531 | $8,667-70.8% | $6,856-63.1% | $11,407-77.8% |