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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 | $68,097+94.2% | $62,929+110.1% | $137,256-3.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.33% | 1859.11%-1847.8pp | 1063.93%-1052.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,145 | $2,811-23.7% | $2,505-14.4% | $4,156-48.4% |
| Participant deferral / active EE | $7,665 | $4,553+68.4% | $3,888+97.1% | $6,407+19.6% |
| Admin fee / account holder | $357 | $6,521-94.5% | $5,065-93.0% | $12,270-97.1% |