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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 | $134,099 | $58,391+129.7% | $76,667+74.9% | $72,976+83.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 21.03% | 2306.65%-2285.6pp | 1166.74%-1145.7pp | 81.02%-60.0pp |
| Employer contribution / active EE | $5,376 | $1,787+200.9% | $2,303+133.5% | $2,440+120.3% |
| Participant deferral / active EE | $3,394 | $2,690+26.1% | $3,336+1.7% | $3,608-5.9% |
| Admin fee / account holder | $15,237 | $4,014+279.6% | $6,423+137.2% | $5,124+197.4% |