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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 | $226,172 | $72,446+212.2% | $67,561+234.8% | $145,877+55.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.20% | 7211.98%-7199.8pp | 3525.44%-3513.2pp | 551.28%-539.1pp |
| Employer contribution / active EE | $11,182 | $3,072+264.0% | $2,735+308.9% | $4,663+139.8% |
| Participant deferral / active EE | $11,380 | $4,785+137.9% | $4,003+184.3% | $6,691+70.1% |
| Admin fee / account holder | $417 | $5,541-92.5% | $4,006-89.6% | $13,402-96.9% |