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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 | $106,139 | $68,097+55.9% | $62,929+68.7% | $137,256-22.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.59% | 1859.11%-1847.5pp | 1063.93%-1052.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,352 | $2,811-16.3% | $2,505-6.1% | $4,156-43.4% |
| Participant deferral / active EE | $6,171 | $4,553+35.5% | $3,888+58.7% | $6,407-3.7% |
| Admin fee / account holder | $3,713 | $6,521-43.1% | $5,065-26.7% | $12,270-69.7% |