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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 | $118,185 | $90,530+30.5% | $76,030+55.4% | $145,897-19.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.48% | 625.08%-614.6pp | 361.54%-351.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $3,697 | $3,319+11.4% | $2,688+37.6% | $4,663-20.7% |
| Participant deferral / active EE | $7,738 | $5,164+49.8% | $4,257+81.8% | $6,689+15.7% |
| Admin fee / account holder | $1,465 | $8,383-82.5% | $6,421-77.2% | $13,390-89.1% |