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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 | $187,946 | $68,097+176.0% | $62,929+198.7% | $137,256+36.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.80% | 1859.11%-1846.3pp | 1063.93%-1051.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $9,148 | $2,811+225.4% | $2,505+265.3% | $4,156+120.1% |
| Participant deferral / active EE | $6,712 | $4,553+47.4% | $3,888+72.6% | $6,407+4.8% |
| Admin fee / account holder | $9,189 | $6,521+40.9% | $5,065+81.4% | $12,270-25.1% |