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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 | $81,777 | $99,009-17.4% | $86,581-5.5% | $147,585-44.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.34% | 1312.70%-1297.4pp | 965.06%-949.7pp | 578.58%-563.2pp |
| Employer contribution / active EE | $2,321 | $3,132-25.9% | $2,840-18.3% | $4,876-52.4% |
| Participant deferral / active EE | $4,529 | $3,972+14.0% | $3,609+25.5% | $5,439-16.7% |
| Admin fee / account holder | $2,837 | $5,709-50.3% | $4,904-42.1% | $10,886-73.9% |