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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 | $139,826 | $76,368+83.1% | $67,681+106.6% | $154,746-9.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.28% | 1066.77%-1054.5pp | 590.58%-578.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $3,305 | $3,151+4.9% | $2,678+23.4% | $4,379-24.5% |
| Participant deferral / active EE | $7,120 | $4,824+47.6% | $3,976+79.1% | $6,730+5.8% |
| Admin fee / account holder | $1,520 | $8,559-82.2% | $6,100-75.1% | $14,365-89.4% |