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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 | $233,091 | $109,872+112.1% | $98,483+136.7% | $167,536+39.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.97% | 1959.31%-1936.3pp | 1494.38%-1471.4pp | 478.82%-455.8pp |
| Employer contribution / active EE | $1,594 | $3,225-50.6% | $2,961-46.2% | $4,839-67.1% |
| Participant deferral / active EE | $2,396 | $4,673-48.7% | $4,276-44.0% | $6,342-62.2% |
| Admin fee / account holder | $1,396 | $6,757-79.3% | $5,953-76.6% | $12,315-88.7% |