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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 | $116,664 | $76,519+52.5% | $56,025+108.2% | $145,897-20.0% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 14.43% | 3017.03%-3002.6pp | 1712.69%-1698.3pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,166 | $1,383+56.6% | $1,042+107.9% | $4,663-53.5% |
| Participant deferral / active EE | $11,180 | $2,624+326.0% | $1,955+472.0% | $6,689+67.1% |
| Admin fee / account holder | $585 | $3,331-82.4% | $2,828-79.3% | $13,390-95.6% |