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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 | $124,188 | $58,927+110.8% | $76,823+61.7% | $72,983+70.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 21.58% | 2305.64%-2284.1pp | 1166.42%-1144.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,345 | $1,787+31.2% | $2,302+1.8% | $2,440-3.9% |
| Participant deferral / active EE | $3,687 | $2,690+37.0% | $3,336+10.5% | $3,608+2.2% |
| Admin fee / account holder | $9,585 | $4,013+138.9% | $6,422+49.3% | $5,124+87.1% |