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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 | $71,748 | $76,368-6.0% | $67,681+6.0% | $154,746-53.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.67% | 1066.77%-1056.1pp | 590.58%-579.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $3,052 | $3,151-3.2% | $2,678+13.9% | $4,379-30.3% |
| Participant deferral / active EE | $6,246 | $4,824+29.5% | $3,976+57.1% | $6,730-7.2% |
| Admin fee / account holder | $2,603 | $8,559-69.6% | $6,100-57.3% | $14,365-81.9% |