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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 | $100,273 | $68,097+47.2% | $62,929+59.3% | $137,256-26.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.36% | 1859.11%-1847.8pp | 1063.93%-1052.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $7,968 | $2,811+183.4% | $2,505+218.1% | $4,156+91.7% |
| Participant deferral / active EE | $2,614 | $4,553-42.6% | $3,888-32.8% | $6,407-59.2% |
| Admin fee / account holder | $1,530 | $6,521-76.5% | $5,065-69.8% | $12,270-87.5% |