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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 | $132,235 | $96,123+37.6% | $77,361+70.9% | $198,609-33.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 11.33% | 2054.81%-2043.5pp | 1011.54%-1000.2pp | 202.70%-191.4pp |
| Employer contribution / active EE | $2,145 | $3,791-43.4% | $2,990-28.3% | $5,055-57.6% |
| Participant deferral / active EE | $7,665 | $4,975+54.1% | $3,911+96.0% | $6,977+9.9% |
| Admin fee / account holder | $357 | $9,471-96.2% | $5,894-93.9% | $19,030-98.1% |