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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 | $198,025 | $102,696+92.8% | $86,235+129.6% | $139,487+42.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.18% | 1925.91%-1913.7pp | 1170.03%-1157.9pp | 373.84%-361.7pp |
| Employer contribution / active EE | $2,921 | $3,034-3.7% | $2,381+22.7% | $4,755-38.6% |
| Participant deferral / active EE | $4,688 | $4,679+0.2% | $3,987+17.6% | $6,713-30.2% |
| Admin fee / account holder | $29,539 | $8,667+240.8% | $6,856+330.9% | $11,407+158.9% |