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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 | $202,718 | $109,872+84.5% | $98,483+105.8% | $167,536+21.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.32% | 1959.31%-1948.0pp | 1494.38%-1483.1pp | 478.82%-467.5pp |
| Employer contribution / active EE | $2,241 | $3,225-30.5% | $2,961-24.3% | $4,839-53.7% |
| Participant deferral / active EE | $3,736 | $4,673-20.1% | $4,276-12.6% | $6,342-41.1% |
| Admin fee / account holder | $2,074 | $6,757-69.3% | $5,953-65.2% | $12,315-83.2% |