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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 | $130,605 | $109,872+18.9% | $98,483+32.6% | $167,536-22.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.42% | 1959.31%-1948.9pp | 1494.38%-1484.0pp | 478.82%-468.4pp |
| Employer contribution / active EE | $4,951 | $3,225+53.5% | $2,961+67.2% | $4,839+2.3% |
| Participant deferral / active EE | $2,046 | $4,673-56.2% | $4,276-52.2% | $6,342-67.7% |
| Admin fee / account holder | $627 | $6,757-90.7% | $5,953-89.5% | $12,315-94.9% |