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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 | $169,067 | $102,663+64.7% | $86,216+96.1% | $139,466+21.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.10% | 1924.52%-1908.4pp | 1169.42%-1153.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $3,322 | $3,035+9.5% | $2,382+39.5% | $4,754-30.1% |
| Participant deferral / active EE | $5,027 | $4,677+7.5% | $3,986+26.1% | $6,712-25.1% |
| Admin fee / account holder | $21,592 | $8,663+149.2% | $6,853+215.1% | $11,409+89.3% |