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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 | $126,586 | $102,696+23.3% | $86,235+46.8% | $139,487-9.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.80% | 1925.91%-1917.1pp | 1170.03%-1161.2pp | 373.84%-365.0pp |
| Employer contribution / active EE | $6,992 | $3,034+130.5% | $2,381+193.7% | $4,755+47.1% |
| Participant deferral / active EE | $1,374 | $4,679-70.6% | $3,987-65.5% | $6,713-79.5% |
| Admin fee / account holder | $3,575 | $8,667-58.8% | $6,856-47.9% | $11,407-68.7% |