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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 | $74,428 | $68,097+9.3% | $62,929+18.3% | $137,256-45.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.27% | 1859.11%-1847.8pp | 1063.93%-1052.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $838 | $2,811-70.2% | $2,505-66.5% | $4,156-79.8% |
| Participant deferral / active EE | $2,371 | $4,553-47.9% | $3,888-39.0% | $6,407-63.0% |
| Admin fee / account holder | $1,035 | $6,521-84.1% | $5,065-79.6% | $12,270-91.6% |