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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 | $136,105 | $109,872+23.9% | $98,483+38.2% | $167,536-18.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.21% | 1959.31%-1940.1pp | 1494.38%-1475.2pp | 478.82%-459.6pp |
| Employer contribution / active EE | $2,854 | $3,225-11.5% | $2,961-3.6% | $4,839-41.0% |
| Participant deferral / active EE | $9,096 | $4,673+94.6% | $4,276+112.7% | $6,342+43.4% |
| Admin fee / account holder | $1,297 | $6,757-80.8% | $5,953-78.2% | $12,315-89.5% |