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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 | $242,820 | $99,031+145.2% | $86,597+180.4% | $147,585+64.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.26% | 1312.56%-1299.3pp | 964.96%-951.7pp | 578.57%-565.3pp |
| Employer contribution / active EE | $2,967 | $3,132-5.3% | $2,840+4.5% | $4,876-39.2% |
| Participant deferral / active EE | $2,696 | $3,972-32.1% | $3,609-25.3% | $5,439-50.4% |
| Admin fee / account holder | $907 | $5,711-84.1% | $4,906-81.5% | $10,885-91.7% |