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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 | $92,636 | $82,630+12.1% | $64,105+44.5% | $125,389-26.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 2.28% | 1489.72%-1487.4pp | 791.24%-789.0pp | 282.24%-280.0pp |
| Employer contribution / active EE | $3,349 | $2,671+25.4% | $1,820+84.0% | $4,866-31.2% |
| Participant deferral / active EE | $7,523 | $3,608+108.5% | $2,822+166.6% | $5,352+40.6% |
| Admin fee / account holder | $28,779 | $6,382+350.9% | $4,499+539.6% | $9,541+201.6% |