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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 | $143,952 | $102,696+40.2% | $86,235+66.9% | $139,487+3.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.57% | 1925.91%-1910.3pp | 1170.03%-1154.5pp | 373.84%-358.3pp |
| Employer contribution / active EE | $1,921 | $3,034-36.7% | $2,381-19.3% | $4,755-59.6% |
| Participant deferral / active EE | $3,809 | $4,679-18.6% | $3,987-4.5% | $6,713-43.3% |
| Admin fee / account holder | $1,518 | $8,667-82.5% | $6,856-77.9% | $11,407-86.7% |