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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 | $112,896 | $96,123+17.4% | $77,361+45.9% | $198,609-43.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 7.31% | 2054.81%-2047.5pp | 1011.54%-1004.2pp | 202.70%-195.4pp |
| Employer contribution / active EE | $5,490 | $3,791+44.8% | $2,990+83.6% | $5,055+8.6% |
| Participant deferral / active EE | $3,660 | $4,975-26.4% | $3,911-6.4% | $6,977-47.5% |
| Admin fee / account holder | $7,324 | $9,471-22.7% | $5,894+24.3% | $19,030-61.5% |