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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 | $163,612 | $88,815+84.2% | $81,882+99.8% | $145,897+12.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.15% | 1033.75%-1020.6pp | 779.47%-766.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,411 | $3,086-21.9% | $2,916-17.3% | $4,663-48.3% |
| Participant deferral / active EE | $5,399 | $4,647+16.2% | $4,323+24.9% | $6,689-19.3% |
| Admin fee / account holder | $1,238 | $8,434-85.3% | $7,360-83.2% | $13,390-90.8% |