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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 | $136,087 | $102,663+32.6% | $86,216+57.8% | $139,466-2.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.82% | 1924.52%-1911.7pp | 1169.42%-1156.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $4,147 | $3,035+36.7% | $2,382+74.1% | $4,754-12.8% |
| Participant deferral / active EE | $3,414 | $4,677-27.0% | $3,986-14.3% | $6,712-49.1% |
| Admin fee / account holder | $907 | $8,663-89.5% | $6,853-86.8% | $11,409-92.1% |