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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 | $30,983 | $172,111-82.0% | $150,298-79.4% | $137,256-77.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 112.19% | 69.37%+42.8pp | 62.79%+49.4pp | 220.34%-108.1pp |
| Employer contribution / active EE | $3,915 | $4,636-15.5% | $4,154-5.7% | $4,156-5.8% |
| Participant deferral / active EE | $7,982 | $6,166+29.5% | $5,453+46.4% | $6,407+24.6% |
| Admin fee / account holder | $410,226 | $16,471+2390.6% | $14,116+2806.2% | $12,270+3243.3% |