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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 | $139,826 | $96,123+45.5% | $77,361+80.7% | $198,609-29.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 12.28% | 2054.81%-2042.5pp | 1011.54%-999.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $3,305 | $3,791-12.8% | $2,990+10.5% | $5,055-34.6% |
| Participant deferral / active EE | $7,120 | $4,975+43.1% | $3,911+82.1% | $6,977+2.1% |
| Admin fee / account holder | $1,520 | $9,471-83.9% | $5,894-74.2% | $19,030-92.0% |