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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 | $119,371 | $102,663+16.3% | $86,216+38.5% | $139,466-14.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.65% | 1924.52%-1912.9pp | 1169.42%-1157.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $1,201 | $3,035-60.4% | $2,382-49.6% | $4,754-74.7% |
| Participant deferral / active EE | $2,973 | $4,677-36.4% | $3,986-25.4% | $6,712-55.7% |
| Admin fee / account holder | $3,273 | $8,663-62.2% | $6,853-52.2% | $11,409-71.3% |