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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 | $107,341 | $102,663+4.6% | $86,216+24.5% | $139,466-23.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.12% | 1924.52%-1905.4pp | 1169.42%-1150.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $9,516 | $3,035+213.6% | $2,382+299.6% | $4,754+100.2% |
| Participant deferral / active EE | $6,905 | $4,677+47.6% | $3,986+73.2% | $6,712+2.9% |
| Admin fee / account holder | $2,767 | $8,663-68.1% | $6,853-59.6% | $11,409-75.8% |