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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 | $181,098 | $176,688+2.5% | $130,660+38.6% | $152,909+18.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.21% | 2693.08%-2673.9pp | 1709.29%-1690.1pp | 345.46%-326.3pp |
| Employer contribution / active EE | $2,195 | $5,743-61.8% | $4,092-46.4% | $4,764-53.9% |
| Participant deferral / active EE | $6,088 | $4,362+39.6% | $3,603+69.0% | $5,851+4.0% |
| Admin fee / account holder | $4,596 | $7,131-35.5% | $5,463-15.9% | $11,601-60.4% |