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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 | $195,229 | $68,097+186.7% | $62,929+210.2% | $137,256+42.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.86% | 1859.11%-1844.3pp | 1063.93%-1049.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,988 | $2,811+184.1% | $2,505+218.9% | $4,156+92.2% |
| Participant deferral / active EE | $4,642 | $4,553+2.0% | $3,888+19.4% | $6,407-27.5% |
| Admin fee / account holder | $6,986 | $6,521+7.1% | $5,065+37.9% | $12,270-43.1% |