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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 | $206,432 | $185,225+11.4% | $142,898+44.5% | $167,553+23.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.10% | 8558.12%-8546.0pp | 5639.64%-5627.5pp | 478.89%-466.8pp |
| Employer contribution / active EE | $6,835 | $5,607+21.9% | $4,146+64.9% | $4,840+41.2% |
| Participant deferral / active EE | $3,808 | $4,496-15.3% | $3,838-0.8% | $6,343-40.0% |
| Admin fee / account holder | $318 | $8,032-96.0% | $6,560-95.2% | $12,316-97.4% |