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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 | $71,847 | $68,097+5.5% | $62,929+14.2% | $137,256-47.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.44% | 1859.11%-1843.7pp | 1063.93%-1048.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,560 | $2,811+240.1% | $2,505+281.7% | $4,156+130.0% |
| Participant deferral / active EE | $5,667 | $4,553+24.5% | $3,888+45.7% | $6,407-11.5% |
| Admin fee / account holder | $479 | $6,521-92.7% | $5,065-90.5% | $12,270-96.1% |