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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 | $171,302 | $68,097+151.6% | $62,929+172.2% | $137,256+24.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.38% | 1859.11%-1841.7pp | 1063.93%-1046.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $9,165 | $2,811+226.0% | $2,505+265.9% | $4,156+120.5% |
| Participant deferral / active EE | $5,466 | $4,553+20.1% | $3,888+40.6% | $6,407-14.7% |
| Admin fee / account holder | $656 | $6,521-89.9% | $5,065-87.0% | $12,270-94.7% |