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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 | $118,513 | $70,587+67.9% | $124,693-5.0% | $85,847+38.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 14.94% | 20688.83%-20673.9pp | 5144.19%-5129.3pp | 318.61%-303.7pp |
| Employer contribution / active EE | $6,184 | $1,913+223.2% | $3,324+86.0% | $2,565+141.1% |
| Participant deferral / active EE | $6,031 | $2,969+103.2% | $4,615+30.7% | $3,952+52.6% |
| Admin fee / account holder | $8,260 | $5,282+56.4% | $7,494+10.2% | $6,261+31.9% |