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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 | $144,815 | $109,905+31.8% | $98,506+47.0% | $167,553-13.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.18% | 1960.20%-1947.0pp | 1494.92%-1481.7pp | 478.89%-465.7pp |
| Employer contribution / active EE | $1,780 | $3,226-44.8% | $2,961-39.9% | $4,840-63.2% |
| Participant deferral / active EE | $9,617 | $4,674+105.8% | $4,277+124.9% | $6,343+51.6% |
| Admin fee / account holder | $775 | $6,760-88.5% | $5,955-87.0% | $12,316-93.7% |