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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 | $154,958 | $96,123+61.2% | $77,361+100.3% | $198,609-22.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 12.89% | 2054.81%-2041.9pp | 1011.54%-998.7pp | 202.70%-189.8pp |
| Employer contribution / active EE | $9,082 | $3,791+139.6% | $2,990+203.7% | $5,055+79.6% |
| Participant deferral / active EE | $4,999 | $4,975+0.5% | $3,911+27.8% | $6,977-28.3% |
| Admin fee / account holder | $4,482 | $9,471-52.7% | $5,894-23.9% | $19,030-76.4% |