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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 | $231,447 | $109,863+110.7% | $98,477+135.0% | $167,518+38.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.96% | 1958.09%-1945.1pp | 1493.59%-1480.6pp | 478.71%-465.7pp |
| Employer contribution / active EE | $1,834 | $3,225-43.1% | $2,961-38.1% | $4,838-62.1% |
| Participant deferral / active EE | $9,325 | $4,673+99.5% | $4,276+118.1% | $6,342+47.0% |
| Admin fee / account holder | $6,263 | $6,755-7.3% | $5,951+5.2% | $12,312-49.1% |