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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 | $140,862 | $88,754+58.7% | $81,820+72.2% | $145,877-3.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.86% | 1031.77%-1019.9pp | 777.93%-766.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,603 | $3,085-15.6% | $2,915-10.7% | $4,663-44.2% |
| Participant deferral / active EE | $11,683 | $4,648+151.4% | $4,323+170.3% | $6,691+74.6% |
| Admin fee / account holder | $1,189 | $8,424-85.9% | $7,391-83.9% | $13,402-91.1% |