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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 | $187,774 | $88,815+111.4% | $81,882+129.3% | $145,897+28.7% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 10.05% | 1033.75%-1023.7pp | 779.47%-769.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,750 | $3,086-10.9% | $2,916-5.7% | $4,663-41.0% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,749 | $8,434-67.4% | $7,360-62.6% | $13,390-79.5% |