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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 | $104,897 | $68,097+54.0% | $62,929+66.7% | $137,256-23.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.45% | 1859.11%-1844.7pp | 1063.93%-1049.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $6,627 | $2,811+135.7% | $2,505+164.6% | $4,156+59.4% |
| Participant deferral / active EE | $2,280 | $4,553-49.9% | $3,888-41.4% | $6,407-64.4% |
| Admin fee / account holder | $11,631 | $6,521+78.3% | $5,065+129.6% | $12,270-5.2% |