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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 | $163,074 | $88,710+83.8% | $81,783+99.4% | $145,959+11.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.94% | 1027.26%-1016.3pp | 775.05%-764.1pp | 561.95%-551.0pp |
| Employer contribution / active EE | $3,987 | $3,083+29.3% | $2,913+36.9% | $4,661-14.5% |
| Participant deferral / active EE | $7,992 | $4,645+72.1% | $4,320+85.0% | $6,689+19.5% |
| Admin fee / account holder | $1,250 | $8,407-85.1% | $7,380-83.1% | $13,398-90.7% |