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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 | $93,675 | $68,097+37.6% | $62,929+48.9% | $137,256-31.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.15% | 1859.11%-1847.0pp | 1063.93%-1051.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $4,413 | $2,811+57.0% | $2,505+76.2% | $4,156+6.2% |
| Participant deferral / active EE | $1,300 | $4,553-71.4% | $3,888-66.6% | $6,407-79.7% |
| Admin fee / account holder | $13,878 | $6,521+112.8% | $5,065+174.0% | $12,270+13.1% |