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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 | $181,744 | $102,663+77.0% | $86,216+110.8% | $139,466+30.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.23% | 1924.52%-1915.3pp | 1169.42%-1160.2pp | 373.66%-364.4pp |
| Employer contribution / active EE | $7,940 | $3,035+161.6% | $2,382+233.4% | $4,754+67.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,505 | $8,663-1.8% | $6,853+24.1% | $11,409-25.4% |