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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 | $213,574 | $68,097+213.6% | $62,929+239.4% | $137,256+55.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.20% | 1859.11%-1844.9pp | 1063.93%-1049.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,258 | $2,811+158.2% | $2,505+189.8% | $4,156+74.6% |
| Participant deferral / active EE | $3,629 | $4,553-20.3% | $3,888-6.7% | $6,407-43.4% |
| Admin fee / account holder | $5,451 | $6,521-16.4% | $5,065+7.6% | $12,270-55.6% |