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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 | $233,138 | $58,391+299.3% | $76,667+204.1% | $72,976+219.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.63% | 2306.65%-2288.0pp | 1166.74%-1148.1pp | 81.02%-62.4pp |
| Employer contribution / active EE | $6,638 | $1,787+271.5% | $2,303+188.3% | $2,440+172.1% |
| Participant deferral / active EE | $5,420 | $2,690+101.4% | $3,336+62.5% | $3,608+50.2% |
| Admin fee / account holder | $8,369 | $4,014+108.5% | $6,423+30.3% | $5,124+63.3% |