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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 | $105,732 | $88,754+19.1% | $81,820+29.2% | $145,877-27.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.39% | 1031.77%-1017.4pp | 777.93%-763.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,647 | $3,085-46.6% | $2,915-43.5% | $4,663-64.7% |
| Participant deferral / active EE | $3,003 | $4,648-35.4% | $4,323-30.5% | $6,691-55.1% |
| Admin fee / account holder | $609 | $8,424-92.8% | $7,391-91.8% | $13,402-95.5% |