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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 | $106,139 | $73,421+44.6% | $66,439+59.8% | $155,188-31.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.59% | 1382.37%-1370.8pp | 757.66%-746.1pp | 148.84%-137.2pp |
| Employer contribution / active EE | $2,352 | $3,039-22.6% | $2,637-10.8% | $4,248-44.6% |
| Participant deferral / active EE | $6,171 | $4,680+31.9% | $3,876+59.2% | $6,531-5.5% |
| Admin fee / account holder | $3,713 | $8,856-58.1% | $6,173-39.9% | $14,480-74.4% |