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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 | $213,670 | $58,391+265.9% | $76,667+178.7% | $72,976+192.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.76% | 2306.65%-2287.9pp | 1166.74%-1148.0pp | 81.02%-62.3pp |
| Employer contribution / active EE | $2,449 | $1,787+37.1% | $2,303+6.4% | $2,440+0.4% |
| Participant deferral / active EE | $12,087 | $2,690+349.3% | $3,336+262.3% | $3,608+235.0% |
| Admin fee / account holder | $38,702 | $4,014+864.1% | $6,423+502.5% | $5,124+655.3% |