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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 | $137,765 | $58,927+133.8% | $76,823+79.3% | $72,983+88.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.89% | 2305.64%-2286.8pp | 1166.42%-1147.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $2,193 | $1,787+22.7% | $2,302-4.8% | $2,440-10.1% |
| Participant deferral / active EE | $8,618 | $2,690+220.3% | $3,336+158.4% | $3,608+138.9% |
| Admin fee / account holder | $9,642 | $4,013+140.3% | $6,422+50.1% | $5,124+88.2% |