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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 | $89,216 | $88,778+0.5% | $81,844+9.0% | $145,884-38.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.43% | 1033.03%-1021.6pp | 778.87%-767.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,371 | $3,087-23.2% | $2,916-18.7% | $4,662-49.2% |
| Participant deferral / active EE | $3,452 | $4,648-25.7% | $4,323-20.2% | $6,690-48.4% |
| Admin fee / account holder | $81,127 | $8,430+862.3% | $7,355+1002.9% | $13,392+505.8% |