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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 | $117,764 | $88,754+32.7% | $81,820+43.9% | $145,877-19.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.74% | 1031.77%-1020.0pp | 777.93%-766.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,730 | $3,085-11.5% | $2,915-6.4% | $4,663-41.5% |
| Participant deferral / active EE | $3,841 | $4,648-17.4% | $4,323-11.1% | $6,691-42.6% |
| Admin fee / account holder | $7,142 | $8,424-15.2% | $7,391-3.4% | $13,402-46.7% |