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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 | $88,710+84.4% | $81,783+100.1% | $145,959+12.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.15% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,411 | $3,083-21.8% | $2,913-17.2% | $4,661-48.3% |
| Participant deferral / active EE | $5,399 | $4,645+16.2% | $4,320+25.0% | $6,689-19.3% |
| Admin fee / account holder | $1,238 | $8,407-85.3% | $7,380-83.2% | $13,398-90.8% |